LSA

Lansing Street Advisors Portfolio holdings

AUM $377M
1-Year Est. Return 14.66%
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.48M
3
+$1.65M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.17M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.09M

Top Sells

1
+$1.75M
2
+$863K
3
+$605K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$602K
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$516K

Sector Composition

1 Consumer Discretionary 11.45%
2 Technology 3.25%
3 Financials 2.76%
4 Healthcare 2.08%
5 Industrials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$506K 0.17%
6,413
-424
77
$506K 0.17%
4,669
+1,401
78
$500K 0.17%
28,959
79
$490K 0.16%
6,316
80
$488K 0.16%
847
+25
81
$482K 0.16%
7,762
+439
82
$479K 0.16%
4,026
+141
83
$452K 0.15%
+7,665
84
$450K 0.15%
4,944
+866
85
$443K 0.15%
2,594
+6
86
$440K 0.15%
2,139
+753
87
$434K 0.15%
6,839
+7
88
$432K 0.14%
1,631
-236
89
$417K 0.14%
2,406
-502
90
$405K 0.14%
818
+232
91
$392K 0.13%
983
+249
92
$386K 0.13%
1,552
+24
93
$378K 0.13%
722
-44
94
$368K 0.12%
+15,898
95
$359K 0.12%
25,966
+2,243
96
$353K 0.12%
1,315
+336
97
$351K 0.12%
577
+180
98
$350K 0.12%
+3,867
99
$345K 0.12%
3,928
-176
100
$341K 0.11%
2,182
-39
2 3
4
5 6