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
$240M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.54M
3
+$1.02M
4
VUG icon
Vanguard Growth ETF
VUG
+$954K
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$915K

Top Sells

1
+$325K
2
+$257K
3
+$234K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$213K
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$211K

Sector Composition

1 Consumer Discretionary 13.84%
2 Technology 3.25%
3 Financials 1.92%
4 Healthcare 1.71%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.09%
+4,420
102
$203K 0.08%
2,644
-156
103
$202K 0.08%
+448
104
$201K 0.08%
886
-5
105
$78.2K 0.03%
22,141
106
– –
-6,520
107
– –
-1,296
108
– –
-5,704
109
– –
-6,514
1 2 3 4
5