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
$172M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$5.15M
3 +$4.31M
4
VTV icon
Vanguard Value ETF
VTV
+$2.16M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.91M

Top Sells

1 +$5.42M
2 +$4.25M
3 +$2.22M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.28M

Sector Composition

1 Consumer Discretionary 16.99%
2 Healthcare 2.76%
3 Technology 2.26%
4 Financials 2.07%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$64.6K 0.04%
409
+2
127
$64.5K 0.04%
512
+3
128
$64.1K 0.04%
654
+4
129
$63.6K 0.04%
265
130
$63.3K 0.04%
342
+2
131
$62.5K 0.04%
553
+2
132
$62.5K 0.04%
1,343
-2,760
133
$62.3K 0.04%
1,195
134
$61.8K 0.04%
+1,891
135
$60.7K 0.04%
345
136
$60.1K 0.03%
6,064
137
$58.3K 0.03%
134
138
$51.9K 0.03%
290
+3
139
$47.3K 0.03%
257
140
$47K 0.03%
645
+4
141
$45.3K 0.03%
84
+16
142
$45.2K 0.03%
513
143
$44.1K 0.03%
440
+1
144
$43.1K 0.03%
60
145
$43.1K 0.03%
62
146
$42.9K 0.02%
172
+1
147
$41.3K 0.02%
97
+1
148
$39.9K 0.02%
494
+3
149
$39.5K 0.02%
200
150
$39.1K 0.02%
448