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
$129M
AUM Growth
+$804K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.84M
3
+$1.83M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.12M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$846K

Top Sells

1
+$3.34M
2
+$2.23M
3
+$664K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$501K
5
GLD icon
SPDR Gold Trust
GLD
+$493K

Sector Composition

1 Consumer Discretionary 16.56%
2 Healthcare 4.83%
3 Financials 3.57%
4 Technology 1.6%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50K 0.04%
+486
127
$49K 0.04%
546
+1
128
$47K 0.04%
+2,083
129
$47K 0.04%
1,050
130
$46K 0.04%
648
-1,660
131
$46K 0.04%
218
+56
132
$46K 0.04%
281
+1
133
$44K 0.03%
1,110
134
$44K 0.03%
+680
135
$43K 0.03%
1,127
-6,951
136
$43K 0.03%
521
+6
137
$43K 0.03%
1,011
+388
138
$42K 0.03%
265
139
$42K 0.03%
+462
140
$41K 0.03%
513
141
$41K 0.03%
60
142
$41K 0.03%
134
143
$40K 0.03%
1,028
+51
144
$38K 0.03%
175
145
$36K 0.03%
255
146
$35K 0.03%
260
+86
147
$35K 0.03%
633
+3
148
$34K 0.03%
60
149
$34K 0.03%
+2,782
150
$33K 0.03%
96
4 5
6
7 8