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
$223M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.79M
2 +$1.86M
3 +$1.55M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.11M
5
BND icon
Vanguard Total Bond Market
BND
+$804K

Top Sells

1 +$462K
2 +$406K
3 +$389K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$314K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$313K

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
-4,553