LSIA

LaSalle St. Investment Advisors Portfolio holdings

AUM $558M
1-Year Est. Return 17.7%
This Quarter Est. Return
1 Year Est. Return
+17.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
-$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Sells

1 +$43.2M
2 +$8.24M
3 +$7.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.61M
5
NVDA icon
NVIDIA
NVDA
+$6.96M

Sector Composition

1 Technology 11.08%
2 Consumer Discretionary 3.55%
3 Financials 3.5%
4 Communication Services 3%
5 Healthcare 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VEU icon
351
Vanguard FTSE All-World ex-US ETF
VEU
$51.3B
-130,265
ETHU
352
2x Ether ETF
ETHU
$1.16B
-700
FLG
353
Flagstar Bank National Association
FLG
$4.54B
-24,172
BIDD
354
iShares International Dividend Active ETF
BIDD
$685M
-20,240