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
151
$38.6K 0.02%
1,421
+25
152
$35.7K 0.02%
324
+1
153
$35.6K 0.02%
235
+2
154
$35K 0.02%
171
155
$34.5K 0.02%
178
+1
156
$34.3K 0.02%
197
157
$34.3K 0.02%
480
158
$33.7K 0.02%
547
+10
159
$33.6K 0.02%
687
-6
160
$30.9K 0.02%
464
+3
161
$30.3K 0.02%
816
-15
162
$30.3K 0.02%
219
+1
163
$30.2K 0.02%
754
164
$29.9K 0.02%
57
165
$29.6K 0.02%
702
166
$28.9K 0.02%
1,267
+8
167
$28.3K 0.02%
2,870
168
$27.5K 0.02%
+335
169
$26.9K 0.02%
238
+2
170
$26K 0.02%
648
+5
171
$25.1K 0.01%
334
+4
172
$22.8K 0.01%
+587
173
$22.4K 0.01%
130
174
$20.7K 0.01%
2,500
175
$20.5K 0.01%
502
5 6
7
8 9