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LAS
Legacy Advisory Services Portfolio holdings
AUM
$131M
1-Year Est. Return
9.09%
This Fund
S&P 500
1 Year Est. Return
+9.09%
AUM
$131M
AUM Growth
-$2.04M
(-1.5%)
Holding
65
Top Buys
| 1 | +$4.22M | |
| 2 | +$4.13M | |
| 3 | +$1.8M | |
| 4 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$1.73M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.1M |
Top Sells
| 1 | +$3.02M | |
| 2 | +$2.27M | |
| 3 | +$1.85M | |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$1.75M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.15M |
Sector Composition
| 1 | Technology | 2.23% |
| 2 | Consumer Discretionary | 1.25% |
| 3 | Communication Services | 0.9% |
| 4 | Healthcare | 0.75% |
| 5 | Industrials | 0.65% |
