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LSA

Lion Street Advisors Portfolio holdings

AUM $289M
1-Year Est. Return 3.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$789K
3
+$691K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$598K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$589K

Top Sells

1
+$1.57M
2
+$1.35M
3
+$1.12M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$845K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$723K

Sector Composition

1 Consumer Staples 23.65%
2 Technology 7.69%
3 Consumer Discretionary 4.7%
4 Healthcare 3.48%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-7,470
277
– –
-1,107
278
– –
-5,563
279
– –
-1,362
280
– –
-9,350
281
– –
-6,245
282
– –
-3,438
8 9 10 11
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