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
$287M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.99M
3
+$1.87M
4
VTV icon
Vanguard Value ETF
VTV
+$1.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.54M

Top Sells

1
+$1.21M
2
+$1.01M
3
+$836K
4
PM icon
Philip Morris
PM
+$507K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$501K

Sector Composition

1 Consumer Discretionary 12.51%
2 Technology 3.69%
3 Financials 2.93%
4 Healthcare 1.73%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.09%
+9,507
102
$255K 0.09%
3,616
+51
103
$253K 0.09%
+1,386
104
$253K 0.09%
397
-33
105
$250K 0.09%
1,647
+12
106
$249K 0.09%
1,103
+39
107
$247K 0.09%
+1,161
108
$244K 0.09%
238
+2
109
$241K 0.08%
+979
110
$240K 0.08%
+1,296
111
$233K 0.08%
1,392
+24
112
$232K 0.08%
+2,081
113
$230K 0.08%
8,401
+79
114
$227K 0.08%
718
-34
115
$227K 0.08%
859
+1
116
$224K 0.08%
980
+26
117
$223K 0.08%
+491
118
$222K 0.08%
+458
119
$219K 0.08%
+2,567
120
$215K 0.08%
4,056
121
$210K 0.07%
+1,670
122
$207K 0.07%
1,103
-24
123
$203K 0.07%
+7,431
124
$203K 0.07%
1,591
-2
125
$49.7K 0.02%
13,577
-8,048
2 3 4
5
6