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
201
$7K 0.01%
254
+54
202
$7K 0.01%
42
203
$7K 0.01%
175
-541
204
$7K 0.01%
189
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$7K 0.01%
91
-1
206
$7K 0.01%
67
207
$6K ﹤0.01%
23
-68
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$6K ﹤0.01%
+240
209
$6K ﹤0.01%
199
210
$6K ﹤0.01%
284
-2,070
211
$6K ﹤0.01%
140
212
$5K ﹤0.01%
17
213
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50
214
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44
-131
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$5K ﹤0.01%
218
216
$5K ﹤0.01%
73
217
$5K ﹤0.01%
304
218
$5K ﹤0.01%
95
219
$4K ﹤0.01%
188
+1
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$4K ﹤0.01%
61
221
$4K ﹤0.01%
7
-22
222
$4K ﹤0.01%
125
+1
223
$4K ﹤0.01%
462
224
$4K ﹤0.01%
18
225
$4K ﹤0.01%
21
7 8
9
10 11