LSA
Lion Street Advisors Portfolio holdings
AUM
$330M
1-Year Return
9.86%
This Quarter Return
-7.46%
1 Year Return
+9.86%
3 Year Return
+33.58%
5 Year Return
+82.84%
10 Year Return
–
AUM
$306M
AUM Growth
+$9.11M
(+3.1%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
6.54%
Top 10 Holdings %
Top 10 Hldgs %
48.67%
Holding
314
New
77
Increased
85
Reduced
80
Closed
70
Top Buys
| 1 |
Amazon
AMZN
|
$3.3M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$2.54M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$1.65M |
| 4 |
Stanley Black & Decker
SWK
|
$1.61M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.49M |
Top Sells
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$1.41M |
| 2 |
Exxon Mobil
XOM
|
$1.19M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$1.14M |
| 4 |
Eaton
ETN
|
$1.11M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.06M |
Sector Composition
| 1 | Consumer Staples | 39% |
| 2 | Technology | 6.81% |
| 3 | Consumer Discretionary | 5.26% |
| 4 | Healthcare | 3.66% |
| 5 | Energy | 3.41% |
