LSA

Lion Street Advisors Portfolio holdings

AUM $289M
1-Year Est. Return 3.13%
This Quarter Est. Return
1 Year Est. Return
+3.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$651K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$438K
2 +$213K

Top Sells

1 +$1.45M
2 +$810K
3 +$533K
4
IYG icon
iShares US Financial Services ETF
IYG
+$414K

Sector Composition

1 Consumer Staples 25.58%
2 Technology 7.13%
3 Consumer Discretionary 5.29%
4 Healthcare 3.52%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$218K 0.09%
6,619
227
$217K 0.09%
2,779
228
$216K 0.09%
4,505
229
$213K 0.09%
6,113
230
$213K 0.09%
2,663
231
$213K 0.09%
+1,682
232
$212K 0.09%
2,295
233
$209K 0.09%
1,779
234
$208K 0.09%
5,601
235
$208K 0.08%
5,785
236
$207K 0.08%
531
237
$207K 0.08%
1,800
238
$207K 0.08%
1,154
-2,308
239
$207K 0.08%
1,582
240
$206K 0.08%
7,600
241
$205K 0.08%
4,680
242
$205K 0.08%
8,512
243
$202K 0.08%
772
-3,088
244
$202K 0.08%
14,638
245
$179K 0.07%
20,000
246
$166K 0.07%
48,900
247
$161K 0.07%
192,700
248
$111K 0.05%
13,060
249
$24.9K 0.01%
10,706
250
$14.8K 0.01%
13,000