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
$146M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.11M
3
+$1.72M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.48M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.34M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$1.65M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.43M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.23M

Sector Composition

1 Consumer Discretionary 15.41%
2 Healthcare 5.3%
3 Financials 3.63%
4 Technology 1.87%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$139K 0.1%
3,235
-1,628
102
$115K 0.08%
6,177
+90
103
$112K 0.08%
2,471
+22
104
$111K 0.08%
534
+8
105
$110K 0.08%
1,002
+2
106
$105K 0.07%
1,792
+13
107
$102K 0.07%
+797
108
$98.6K 0.07%
416
+2
109
$96.1K 0.07%
2,203
+114
110
$95.9K 0.07%
+4,624
111
$93.7K 0.06%
+6,064
112
$91.5K 0.06%
652
-232
113
$91.2K 0.06%
+872
114
$89.5K 0.06%
+2,008
115
$88.2K 0.06%
254
+1
116
$86.9K 0.06%
474
+425
117
$83.7K 0.06%
996
+85
118
$81.3K 0.06%
4,571
+152
119
$81.1K 0.06%
514
+10
120
$80.1K 0.05%
300
+3
121
$75.8K 0.05%
1,658
+196
122
$71K 0.05%
576
+3
123
$66.9K 0.05%
312
+94
124
$66.6K 0.05%
+348
125
$66.4K 0.05%
552
+446
3 4
5
6 7