LAS
Legacy Advisory Services Portfolio holdings
AUM
$133M
1-Year Est. Return
10.08%
This Fund
S&P 500
1 Year Est. Return
+10.08%
AUM
$133M
AUM Growth
+$446K
(+0.34%)
Holding
52
Top Buys
| 1 | +$178K | |
| 2 | +$114K | |
| 3 | +$57K | |
| 4 |
iShares Russell Top 200 Value ETF
IWX
|
+$32.6K |
| 5 |
iShares Global 100 ETF
IOO
|
+$32.6K |
Top Sells
| 1 | +$850K | |
| 2 | +$202K | |
| 3 | +$161K | |
| 4 |
Reddit
RDDT
|
+$84.1K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Eli Lilly
LLY
$894B
| – | – |
-265
|
|
||
52
Tesla
TSLA
$1.53T
| – | – |
0
|
|