LSA

Lansing Street Advisors Portfolio holdings

AUM $377M
1-Year Est. Return 14.66%
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.11M
3
+$1.72M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.48M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.34M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$1.65M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.43M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.23M

Sector Composition

1 Consumer Discretionary 15.41%
2 Healthcare 5.3%
3 Financials 3.63%
4 Technology 1.87%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$65.8K 0.05%
345
-165
127
$65.3K 0.04%
647
+5
128
$63.1K 0.04%
848
-56
129
$62.1K 0.04%
836
-5,237
130
$62K 0.04%
1,511
+44
131
$61.7K 0.04%
+585
132
$61.5K 0.04%
405
+145
133
$61.4K 0.04%
1,100
+50
134
$61.3K 0.04%
192
135
$61K 0.04%
337
+2
136
$60K 0.04%
293
137
$59.5K 0.04%
+1,203
138
$59.3K 0.04%
2,425
-5,011
139
$58.8K 0.04%
+1,790
140
$58.8K 0.04%
1,125
-2
141
$58.5K 0.04%
373
+2
142
$57.4K 0.04%
+5,692
143
$56.3K 0.04%
265
144
$56.3K 0.04%
549
+3
145
$54K 0.04%
2,377
-14,448
146
$53.7K 0.04%
5,150
147
$53.5K 0.04%
1,190
+6
148
$52.9K 0.04%
1,110
149
$52.5K 0.04%
2,293
+170
150
$51.2K 0.04%
+323
4 5
6
7 8