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
$200M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$980K
3
+$917K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$908K
5
GRMN icon
Garmin
GRMN
+$810K

Top Sells

1
+$750K
2
+$633K
3
+$522K
4
AAPL icon
Apple
AAPL
+$496K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$476K

Sector Composition

1 Consumer Staples 65.16%
2 Consumer Discretionary 5.65%
3 Technology 4.07%
4 Healthcare 3.25%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
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