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
$172M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$5.15M
3
+$4.31M
4
VTV icon
Vanguard Value ETF
VTV
+$2.16M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.91M

Top Sells

1
+$5.42M
2
+$4.25M
3
+$2.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.28M

Sector Composition

1 Consumer Discretionary 16.99%
2 Healthcare 2.76%
3 Technology 2.26%
4 Financials 2.07%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$107K 0.06%
812
+8
102
$102K 0.06%
4,677
+27
103
$101K 0.06%
1,134
+22
104
$100K 0.06%
1,498
105
$99.9K 0.06%
254
106
$99.3K 0.06%
2,689
-3,344
107
$99.1K 0.06%
681
+4
108
$97.8K 0.06%
877
109
$96.4K 0.06%
5,678
+434
110
$91.6K 0.05%
297
111
$87.5K 0.05%
4,611
+25
112
$86.3K 0.05%
314
+1
113
$85.8K 0.05%
809
+7
114
$85.1K 0.05%
192
115
$78.1K 0.05%
891
+11
116
$77.9K 0.05%
1,719
+30
117
$77.3K 0.04%
1,954
-5,777
118
$76.2K 0.04%
346
-46
119
$72.9K 0.04%
1,753
+16
120
$67.3K 0.04%
2,459
+34
121
$65.9K 0.04%
293
122
$65.9K 0.04%
1,296
-9,930
123
$65.2K 0.04%
845
+5
124
$65.2K 0.04%
376
+1
125
$64.6K 0.04%
859
+7
3 4
5
6 7