We are live on
!
Find out more
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AES
AES
$10.5B
| – | – |
-15,393
|
|
||
52
Blackrock
BLK
$157B
| – | – |
-642
|
|
||
53
Vanguard Short-Term Bond ETF
BSV
$45.1B
| – | – |
-5,715
|
|
||
54
Comcast
CMCSA
$86B
| – | – |
-12,270
|
|
||
55
Carpenter Technology
CRS
$26.1B
| – | – |
-1,210
|
|
||
56
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
| – | – |
-9,669
|
|
||
57
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.66B
| – | – |
-3,534
|
|
||
58
Cloudflare
NET
$79B
| – | – |
-1,175
|
|
||
59
Rocket Lab Corp
RKLB
$66.7B
| – | – |
-3,100
|
|
||
60
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.95B
| – | – |
-12,195
|
|
||
61
Visa
V
$611B
| – | – |
-1,845
|
|
||
62
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
| – | – |
-7,700
|
|
||
63
Vanguard Russell 2000 ETF
VTWO
$16.5B
| – | – |
-9,166
|
|
||
64
State Street Technology Select Sector SPDR ETF
XLK
$116B
| – | – |
-1,502
|
|
||
65
Reddit
RDDT
$33.8B
| – | – |
-875
|
|