LAKE STREET ADVISORS GROUP, LLC

LAKE STREET ADVISORS GROUP, LLC manages $2.2B across a diversified portfolio of 646 positions. The fund maintains significant exposure to broad market indices, notably holding SPY at $132.5M and VOO at $106.6M. Core allocations also feature substantial positions in short-term treasuries (SGOV at $119.6M) and international equity via VWO ($100.6M). This structure suggests a tactical blend of liquidity preservation and broad global market capture.

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