LAS

Legacy Advisory Services Portfolio holdings

AUM $133M
1-Year Est. Return 10.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$446K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$178K
2
+$114K
3
+$57K
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$32.6K
5
IOO icon
iShares Global 100 ETF
IOO
+$32.6K

Top Sells

1
+$850K
2
+$202K
3
+$161K
4
RDDT icon
Reddit
RDDT
+$84.1K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$40.6K

Sector Composition

1 Financials 1.77%
2 Technology 1.44%
3 Communication Services 1.15%
4 Consumer Discretionary 0.97%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ONEQ icon
26
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.03B
$586K 0.44%
6,409
MDT icon
27
Medtronic
MDT
$114B
$578K 0.43%
6,016
BOND icon
28
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.56B
$566K 0.43%
6,086
+8
SMMD icon
29
iShares Russell 2500 ETF
SMMD
$2.34B
$515K 0.39%
6,870
+13
TMUS icon
30
T-Mobile US
TMUS
$237B
$489K 0.37%
2,406
DIS icon
31
Walt Disney
DIS
$179B
$478K 0.36%
4,197
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$43.8B
$450K 0.34%
5,715
+75
ETN icon
33
Eaton
ETN
$140B
$392K 0.29%
1,230
CRS icon
34
Carpenter Technology
CRS
$20.1B
$381K 0.29%
1,210
+1
CMCSA icon
35
Comcast
CMCSA
$109B
$367K 0.28%
12,270
+95
CROX icon
36
Crocs
CROX
$4.09B
$346K 0.26%
4,041
HYS icon
37
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.64B
$335K 0.25%
3,534
+65
MAR icon
38
Marriott International
MAR
$86.3B
$313K 0.24%
1,009
SPMB icon
39
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.87B
$273K 0.21%
12,195
+188
MRSH
40
Marsh
MRSH
$83.8B
$254K 0.19%
1,368
+6
EPD icon
41
Enterprise Products Partners
EPD
$80.1B
$253K 0.19%
7,878
ACWV icon
42
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.45B
$243K 0.18%
2,047
-23
HYMB icon
43
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3B
$241K 0.18%
9,669
-109
NET icon
44
Cloudflare
NET
$74.5B
$232K 0.17%
1,175
-115
PLD icon
45
Prologis
PLD
$125B
$224K 0.17%
1,757
+9
AES icon
46
AES
AES
$10.1B
$221K 0.17%
15,393
ARTY
47
iShares Future AI & Tech ETF
ARTY
$2.27B
$217K 0.16%
4,506
RKLB icon
48
Rocket Lab Corp
RKLB
$40.7B
$216K 0.16%
+3,100
XLK icon
49
State Street Technology Select Sector SPDR ETF
XLK
$88.7B
$216K 0.16%
1,502
RDDT icon
50
Reddit
RDDT
$25.8B
$201K 0.15%
875
-400
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