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
$49.3M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.74M
3
+$2.3M
4
AMZN icon
Amazon
AMZN
+$2.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.86M

Top Sells

1
+$1.53M
2
+$697K
3
+$91.2K

Sector Composition

1 Consumer Discretionary 7.34%
2 Technology 2.15%
3 Financials 1.92%
4 Healthcare 0.61%
5 Materials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.43%
+2,039
52
$110K 0.22%
+112
53
$108K 0.22%
+203
54
– –
-22,010
55
– –
-69,004
1 2
3