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
201
$8.26K ﹤0.01%
57
202
$8.18K ﹤0.01%
24
203
$8.17K ﹤0.01%
98
204
$8K ﹤0.01%
47
205
$7.79K ﹤0.01%
302
206
$7.74K ﹤0.01%
181
+1
207
$7.63K ﹤0.01%
179
208
$7.46K ﹤0.01%
6
209
$6.91K ﹤0.01%
100
210
$6.88K ﹤0.01%
224
+2
211
$6.74K ﹤0.01%
32
212
$6.61K ﹤0.01%
91
-2
213
$6.48K ﹤0.01%
21
214
$6.27K ﹤0.01%
57
215
$6.17K ﹤0.01%
14
216
$6.16K ﹤0.01%
98
217
$6.07K ﹤0.01%
192
+1
218
$6.07K ﹤0.01%
308
+2
219
$5.93K ﹤0.01%
357
220
$5.73K ﹤0.01%
44
221
$5.73K ﹤0.01%
144
+1
222
$5.71K ﹤0.01%
158
223
$5.68K ﹤0.01%
50
224
$5.58K ﹤0.01%
350
225
$5.57K ﹤0.01%
7
7 8
9
10 11