LSA

Lansing Street Advisors Portfolio holdings

AUM $389M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.86M
3
+$1.48M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.11M
5
BND icon
Vanguard Total Bond Market
BND
+$803K

Top Sells

1
+$389K
2
+$389K
3
+$377K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$303K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$298K

Sector Composition

1 Consumer Discretionary 14.7%
2 Technology 2.14%
3 Financials 1.99%
4 Healthcare 1.85%
5 Communication Services 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,626
102
– –
-4,553
1 2 3 4
5