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
$129M
AUM Growth
+$804K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.84M
3
+$1.83M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.12M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$846K

Top Sells

1
+$3.34M
2
+$2.23M
3
+$664K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$501K
5
GLD icon
SPDR Gold Trust
GLD
+$493K

Sector Composition

1 Consumer Discretionary 16.56%
2 Healthcare 4.83%
3 Financials 3.57%
4 Technology 1.6%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19K 0.01%
+235
177
$19K 0.01%
40
178
$19K 0.01%
130
-115
179
$18K 0.01%
61
180
$17K 0.01%
+881
181
$16K 0.01%
825
-1,825
182
$16K 0.01%
501
+6
183
$15K 0.01%
596
+6
184
$14K 0.01%
106
-98
185
$13K 0.01%
140
186
$13K 0.01%
250
187
$13K 0.01%
153
188
$11K 0.01%
1,319
-1,319
189
$10K 0.01%
461
-1
190
$9K 0.01%
300
191
$9K 0.01%
+110
192
$9K 0.01%
144
-394
193
$9K 0.01%
+542
194
$9K 0.01%
+266
195
$8K 0.01%
+98
196
$8K 0.01%
114
197
$8K 0.01%
+147
198
$8K 0.01%
127
199
$8K 0.01%
49
+1
200
$7K 0.01%
32
-94
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