LAS

Legacy Advisory Services Portfolio holdings

AUM $133M
1-Year Est. Return 8.96%
This Quarter Est. Return
1 Year Est. Return
+8.96%
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
+$437K
2
+$311K
3
+$293K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$212K
5
ARTY
iShares Future AI & Tech ETF
ARTY
+$206K

Top Sells

1
+$801K
2
+$2.52K

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
TSLA icon
51
Tesla
TSLA
$1.51T
– –
0
1 2
3