LAS

Legacy Advisory Services Portfolio holdings

AUM $131M
1-Year Est. Return 9.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$306K
3
+$260K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$199K
5
LLY icon
Eli Lilly
LLY
+$197K

Top Sells

1
+$799K
2
+$2.39K

Sector Composition

1 Financials 1.81%
2 Technology 1.4%
3 Communication Services 1.31%
4 Consumer Discretionary 0.95%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$576K 0.43%
2,406
27
$573K 0.43%
6,016
28
$571K 0.43%
6,409
29
$567K 0.43%
6,078
+7
30
$506K 0.38%
6,857
+11
31
$481K 0.36%
4,197
32
$460K 0.35%
1,230
33
$445K 0.34%
5,640
+54
34
$383K 0.29%
12,175
+78
35
$338K 0.25%
4,041
36
$332K 0.25%
3,469
+59
37
$297K 0.22%
1,209
38
$293K 0.22%
+1,275
39
$277K 0.21%
1,290
40
$274K 0.21%
1,362
+6
41
$269K 0.2%
12,007
+112
42
$263K 0.2%
1,009
43
$248K 0.19%
2,070
+102
44
$246K 0.19%
7,878
45
$244K 0.18%
9,778
+685
46
$212K 0.16%
+1,502
47
$206K 0.16%
+4,506
48
$203K 0.15%
15,393
49
$202K 0.15%
+265
50
$200K 0.15%
+1,748
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