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
$191M
AUM Growth
-$9.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$633K
3
+$537K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$533K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$521K

Top Sells

1
+$41.7M
2
+$13.7M
3
+$4.37M
4
SMG icon
ScottsMiracle-Gro
SMG
+$1.48M
5
DOW icon
Dow Inc
DOW
+$1.17M

Sector Composition

1 Consumer Staples 55.91%
2 Consumer Discretionary 7.32%
3 Technology 4.75%
4 Healthcare 4.24%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
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