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
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.9M
3
+$9.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.42M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.97M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.17%
2 Healthcare 4.32%
3 Financials 3.03%
4 Technology 1.74%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55K 0.04%
+1,889
127
$55K 0.04%
+3,016
128
$53K 0.03%
+278
129
$52K 0.03%
+70
130
$51K 0.03%
+2,595
131
$51K 0.03%
+508
132
$49K 0.03%
+245
133
$48K 0.03%
+363
134
$47K 0.03%
+175
135
$47K 0.03%
+77
136
$45K 0.03%
+434
137
$45K 0.03%
+204
138
$44K 0.03%
+162
139
$44K 0.03%
+265
140
$44K 0.03%
+60
141
$43K 0.03%
+977
142
$43K 0.03%
+134
143
$42K 0.03%
+1,302
144
$42K 0.03%
+255
145
$41K 0.03%
+91
146
$41K 0.03%
+68
147
$41K 0.03%
+169
148
$40K 0.03%
+630
149
$39K 0.02%
+200
150
$38K 0.02%
+1,320
4 5
6
7 8