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
$129M
AUM Growth
+$804K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.84M
3
+$1.83M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.12M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$846K

Top Sells

1
+$3.34M
2
+$2.23M
3
+$664K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$501K
5
GLD icon
SPDR Gold Trust
GLD
+$493K

Sector Composition

1 Consumer Discretionary 16.56%
2 Healthcare 4.83%
3 Financials 3.57%
4 Technology 1.6%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$94K 0.07%
1,169
+5
102
$93K 0.07%
526
+1
103
$85K 0.07%
414
104
$84K 0.06%
+2,089
105
$76K 0.06%
297
106
$75K 0.06%
1,776
+13
107
$75K 0.06%
504
+2
108
$73K 0.06%
1,954
+25
109
$72K 0.06%
253
110
$72K 0.06%
4,419
+138
111
$69K 0.05%
918
+22
112
$68K 0.05%
544
-1
113
$66K 0.05%
904
-696
114
$62K 0.05%
5,150
115
$60K 0.05%
371
+1
116
$59K 0.05%
1,462
+1
117
$59K 0.05%
+192
118
$56K 0.04%
1,467
-1
119
$55K 0.04%
335
+2
120
$53K 0.04%
293
121
$53K 0.04%
641
+1
122
$53K 0.04%
642
+3
123
$50K 0.04%
2,123
-1,011
124
$50K 0.04%
128
125
$50K 0.04%
1,184
-3,455
3 4
5
6 7