LSA

Lansing Street Advisors Portfolio holdings

AUM $389M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.97M
3
+$1.83M
4
VTV icon
Vanguard Value ETF
VTV
+$1.73M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.51M

Top Sells

1
+$1.22M
2
+$1.03M
3
+$836K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$517K
5
PM icon
Philip Morris
PM
+$507K

Sector Composition

1 Consumer Discretionary 12.51%
2 Technology 3.69%
3 Financials 2.93%
4 Healthcare 1.73%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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129
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130
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132
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133
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134
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135
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136
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-5,957
2 3 4 5
6