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
$297M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.98M
3
+$1.72M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.42M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.34M

Top Sells

1
+$71.6M
2
+$22.4M
3
+$12.4M
4
FTNT icon
Fortinet
FTNT
+$4.17M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.02M

Sector Composition

1 Consumer Staples 38.76%
2 Consumer Discretionary 6.71%
3 Technology 5.7%
4 Healthcare 3.9%
5 Financials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
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