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

Top Buys

1
+$592K
2
+$512K
3
+$472K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$436K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$423K

Top Sells

1
+$1.22M
2
+$1.04M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$925K
5
GRMN icon
Garmin
GRMN
+$810K

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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