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
$244M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.11M
3
+$977K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$961K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$929K

Top Sells

1
+$54.6M
2
+$6.14M
3
+$3.03M
4
STX icon
Seagate
STX
+$1.38M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.35M

Sector Composition

1 Consumer Staples 25.65%
2 Technology 7.15%
3 Consumer Discretionary 5.13%
4 Healthcare 3.53%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
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