Lake Street Advisors Group, LLC
CIK Number: 0001724269
2.17B
Market Value
589
# of Holdings
8 months
Avg. Holding Period
72.03%
Win Rate
19.22%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 Et... | 604.38 | +0.01% | 227.81K | +1.73% | 131.10M | 305.76 | 6.05% | |
| 2 | Ishares Tr | 100.50 | +0.05% | 1.26M | +40.31% | 127.31M | 100.51 | 5.88% | |
| 3 | Vanguard Intl E... | 46.44 | +0.02% | 2.22M | -0.21% | 106.05M | 47.34 | 4.90% | |
| 4 | Vanguard Index ... | 555.68 | +0.01% | 191.64K | +2.09% | 101.44M | 442.75 | 4.68% | |
| 5 | Vanguard Tax-Ma... | 49.99 | -0.24% | 1.90M | -1.14% | 100.34M | 50.14 | 4.63% |
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