LSA

Lion Street Advisors Portfolio holdings

AUM $330M
1-Year Est. Return 9.86%
This Quarter Est. Return
1 Year Est. Return
+9.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.3M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$603K
3 +$474K
4
SSO icon
ProShares Ultra S&P500
SSO
+$455K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$431K

Top Sells

1 +$1.2M
2 +$1.01M
3 +$932K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$898K
5
PFL
PIMCO Income Strategy Fund
PFL
+$715K

Sector Composition

1 Technology 4.41%
2 Financials 3.74%
3 Healthcare 3.54%
4 Industrials 1.83%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$1K 0.01%
+57
377
$1K 0.01%
+20
378
$1K 0.01%
+20
379
$1K 0.01%
+3
380
$1K 0.01%
+163
381
$1K 0.01%
+18
382
$1K 0.01%
+29
383
$1K 0.01%
+69
384
$1K 0.01%
+71
385
$1K 0.01%
+42
386
$1K 0.01%
+34
387
$1K 0.01%
+6
388
$1K 0.01%
+284
389
$1K 0.01%
+26
390
$1K 0.01%
+121
391
$1K 0.01%
+13
392
$1K 0.01%
+15
393
$1K 0.01%
+22
394
$1K 0.01%
+50
395
$1K 0.01%
+154
396
$1K 0.01%
+23
397
$1K 0.01%
+17
398
$1K 0.01%
+22
399
$1K 0.01%
+240
400
$1K 0.01%
+8