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
$195M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$458K
3
+$456K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$455K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$348K

Top Sells

1
+$1.46M
2
+$524K
3
+$436K
4
HON icon
Honeywell
HON
+$409K
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$391K

Sector Composition

1 Consumer Staples 59.38%
2 Consumer Discretionary 6.61%
3 Technology 4.37%
4 Healthcare 3.66%
5 Energy 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
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