LSA

Lansing Street Advisors Portfolio holdings

AUM $336M
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.9M
3
+$9.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.42M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.97M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.17%
2 Healthcare 4.32%
3 Financials 3.03%
4 Technology 1.74%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$101K 0.06%
+297
102
$99K 0.06%
+1,024
103
$92K 0.06%
+500
104
$89K 0.06%
+253
105
$85K 0.05%
+543
106
$83K 0.05%
+1,906
107
$82K 0.05%
+640
108
$79K 0.05%
+837
109
$74K 0.05%
+293
110
$73K 0.05%
+2,631
111
$71K 0.05%
+545
112
$71K 0.05%
+1,453
113
$68K 0.04%
+2,354
114
$68K 0.04%
+3,858
115
$67K 0.04%
+2,598
116
$67K 0.04%
+665
117
$66K 0.04%
+1,120
118
$66K 0.04%
+813
119
$61K 0.04%
+369
120
$60K 0.04%
+1,110
121
$59K 0.04%
+702
122
$58K 0.04%
+333
123
$58K 0.04%
+127
124
$58K 0.04%
+513
125
$58K 0.04%
+711
3 4
5
6 7