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
$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
Health Care Select Sector SPDR Fund
XLV
+$1.48M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.34M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$1.65M
4
XLU icon
Utilities Select Sector SPDR Fund
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
151
$50K 0.03%
287
+133
152
$49.4K 0.03%
284
+3
153
$48.6K 0.03%
661
+13
154
$46.5K 0.03%
+1,755
155
$46.3K 0.03%
+893
156
$46.2K 0.03%
+878
157
$46K 0.03%
+829
158
$44.4K 0.03%
+2,639
159
$44.1K 0.03%
521
+411
160
$43.5K 0.03%
61
+1
161
$43.3K 0.03%
60
162
$42.9K 0.03%
+293
163
$42.9K 0.03%
+4,873
164
$42.8K 0.03%
134
165
$42.5K 0.03%
638
+5
166
$41.9K 0.03%
+551
167
$41.7K 0.03%
+506
168
$41.7K 0.03%
536
+23
169
$38.2K 0.03%
+2,870
170
$38.1K 0.03%
256
+1
171
$37.8K 0.03%
323
-318
172
$37.4K 0.03%
177
+2
173
$37.4K 0.03%
170
+2
174
$36.2K 0.02%
+402
175
$36.1K 0.02%
96
5 6
7
8 9