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
201
$21.6K 0.01%
262
+1
202
$21.3K 0.01%
62
+1
203
$21.1K 0.01%
+418
204
$19.8K 0.01%
2,500
205
$19.1K 0.01%
130
206
$18.7K 0.01%
+100
207
$17.5K 0.01%
825
208
$15K 0.01%
169
+29
209
$13.1K 0.01%
154
-81
210
$12.8K 0.01%
250
211
$11.9K 0.01%
167
+14
212
$11.7K 0.01%
1,007
+1,000
213
$11.2K 0.01%
472
+11
214
$10.8K 0.01%
1,319
215
$10.6K 0.01%
+278
216
$10.5K 0.01%
128
+1
217
$10.2K 0.01%
115
+1
218
$10.2K 0.01%
145
+1
219
$10.2K 0.01%
+109
220
$9.06K 0.01%
147
221
$8.89K 0.01%
67
222
$8.81K 0.01%
+360
223
$8.67K 0.01%
251
-15
224
$8.64K 0.01%
190
+1
225
$8.63K 0.01%
98
7 8
9
10 11