LSA
Lansing Street Advisors Portfolio holdings
AUM
$336M
This Quarter Return
+9.8%
1 Year Return
+13.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$336M
AUM Growth
+$336M
(+12%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
3.39%
Top 10 Holdings %
Top 10 Hldgs %
52.07%
Holding
144
New
9
Increased
75
Reduced
41
Closed
10
Top Buys
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$4.81M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.21M |
| 3 |
iShares MSCI Chile ETF
ECH
|
$1.6M |
| 4 |
iShares Bitcoin Trust
IBIT
|
$1.46M |
| 5 |
COLO
Global X MSCI Colombia ETF
COLO
|
$1.44M |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$5.05M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.57M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.42M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$1.38M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.09M |
Sector Composition
| 1 | Consumer Discretionary | 10.61% |
| 2 | Technology | 3.69% |
| 3 | Financials | 3.04% |
| 4 | Healthcare | 1.94% |
| 5 | Industrials | 1.48% |
