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
176
$36.1K 0.02%
437
-481
177
$35.7K 0.02%
+338
178
$35.3K 0.02%
171
+2
179
$35.3K 0.02%
437
+2
180
$35.1K 0.02%
232
+2
181
$32.8K 0.02%
72
+5
182
$32.8K 0.02%
692
-2,698
183
$32.3K 0.02%
820
+161
184
$32.3K 0.02%
200
185
$32.1K 0.02%
473
+1
186
$31.5K 0.02%
+271
187
$31.5K 0.02%
57
188
$29.6K 0.02%
535
+4
189
$29.1K 0.02%
639
+4
190
$29K 0.02%
809
+6
191
$29K 0.02%
200
192
$28.8K 0.02%
456
-1,849
193
$28.2K 0.02%
234
+5
194
$27.9K 0.02%
+224
195
$27.8K 0.02%
217
+2
196
$25.7K 0.02%
702
197
$25.6K 0.02%
438
198
$24.8K 0.02%
+528
199
$22.6K 0.02%
1,100
+22
200
$22.1K 0.02%
40
6 7
8
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