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LSA

Lansing Street Advisors Portfolio holdings

AUM $472M
1-Year Est. Return 23.5%
This Fund
S&P 500
This Quarter Est. Return
-11.05%
1 Year Est. Return
+23.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$28.5M
Cap. Flow
-$11.9M
Cap. Flow %
-9.25%
Top 10 Hldgs %
51.51%
Holding
318
New
16
Increased
83
Reduced
49
Closed
52

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 16.18%
2 Healthcare 5.05%
3 Financials 3.1%
4 Technology 1.79%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MCD icon
1
McDonald's
MCD
$188B
$11.7M 9.13%
47,522
+271
+0.6% +$66.7K
MTUM icon
2
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$10.4M 8.11%
76,479
-6,695
-8% -$983K
IVV icon
3
iShares Core S&P 500 ETF
IVV
$876B
$7.89M 6.14%
20,798
+4,286
+26% +$1.76M
CMG icon
4
Chipotle Mexican Grill
CMG
$40.8B
$7.74M 6.02%
295,850
SDY icon
5
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$7.07M 5.5%
59,525
+17,949
+43% +$2.24M
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$5.98M 4.65%
15,852
+273
+2% +$112K
BSV icon
7
Vanguard Short-Term Bond ETF
BSV
$44.6B
$4.94M 3.84%
64,307
+2,144
+3% +$165K
VBR icon
8
Vanguard Small-Cap Value ETF
VBR
$37.1B
$4.3M 3.35%
28,717
+2,218
+8% +$364K
COMT icon
9
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$3.34M 2.6%
81,620
-54,537
-40% -$2.31M
VHT icon
10
Vanguard Health Care ETF
VHT
$18.2B
$2.8M 2.18%
11,881
-876
-7% -$211K
IUSV icon
11
iShares Core S&P US Value ETF
IUSV
$27.2B
$2.78M 2.17%
41,628
+7,039
+20% +$506K
VEU icon
12
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$2.53M 1.97%
50,721
-19,744
-28% -$1.06M
DGRW icon
13
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$2.52M 1.96%
44,009
-9,024
-17% -$547K
VTI icon
14
Vanguard Total Stock Market ETF
VTI
$654B
$2.52M 1.96%
13,361
+743
+6% +$153K
IWB icon
15
iShares Russell 1000 ETF
IWB
$47.7B
$2.19M 1.7%
10,536
+30
+0.3% +$6.78K
BMY icon
16
Bristol-Myers Squibb
BMY
$127B
$2.15M 1.67%
27,871
+134
+0.5% +$10.2K
VOE icon
17
Vanguard Mid-Cap Value ETF
VOE
$23.7B
$2.12M 1.65%
16,335
+8,991
+122% +$1.27M
GLD icon
18
SPDR Gold Trust
GLD
$131B
$1.77M 1.38%
10,526
+8,055
+326% +$1.41M
PPH icon
19
VanEck Pharmaceutical ETF
PPH
$945M
$1.75M 1.36%
22,815
+2,572
+13% +$201K
RSP icon
20
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$1.66M 1.29%
12,343
+6,522
+112% +$954K
XLU icon
21
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$1.52M 1.18%
+43,338
New +$1.57M
EFA icon
22
iShares MSCI EAFE ETF
EFA
$76.4B
$1.5M 1.17%
23,968
-7,389
-24% -$503K
MTZ icon
23
MasTec
MTZ
$26.7B
$1.41M 1.1%
19,699
-6,100
-24% -$476K
VIG icon
24
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.4M 1.09%
9,773
-88
-0.9% -$13.4K
DFAX icon
25
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$1.24M 0.96%
57,596

Similar funds

Lansing Street Advisors's Q2 2022 Portfolio in Review

As of Q2 2022, Lansing Street Advisors held 318 positions worth $129M, down 18% from $157M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Lansing Street Advisors withdrew a net $11.9M in Q2 2022, closing 52 positions and reducing 49 holdings. Its most notable exit was KraneShares CSI China Internet ETF, an estimated $308K position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, up from 14% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Lansing Street Advisors opened a new position in State Street Utilities Select Sector SPDR ETF worth $1.52M.

  • Lansing Street Advisors's largest Q2 2022 buy was State Street Utilities Select Sector SPDR ETF: 43,338 shares worth $1.52M.
  • Lansing Street Advisors added most to State Street SPDR S&P Dividend ETF in Q2 2022, an estimated $2.24M increase.
  • Lansing Street Advisors's biggest Q2 2022 reduction was WisdomTree Emerging Markets SmallCap Dividend Fund, cutting an estimated $3.65M.
  • Lansing Street Advisors fully exited KraneShares CSI China Internet ETF in Q2 2022, selling an estimated $308K.
  • Lansing Street Advisors's ten largest holdings make up 52% of its $129M portfolio in Q2 2022.
  • Lansing Street Advisors opened 16 new positions and closed 52 in Q2 2022.
  • Lansing Street Advisors's portfolio value fell 18% quarter-over-quarter to $129M.

Based on Lansing Street Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.