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
$20.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$3.66M
2 +$1.74M
3 +$1.2M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.51%
2 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$261K 1.25%
+2,348
27
$261K 1.25%
+2,579
28
$233K 1.12%
+3,502
29
$230K 1.1%
+5,181
30
$160K 0.77%
+16,306