LAS

Legacy Advisory Services Portfolio holdings

AUM $126M
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.79M
3
+$1.55M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.03M
5
AVGO icon
Broadcom
AVGO
+$503K

Top Sells

1
+$3.73M
2
+$959K
3
+$889K
4
AAPL icon
Apple
AAPL
+$740K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$468K

Sector Composition

1 Technology 5.8%
2 Healthcare 2.97%
3 Financials 1.63%
4 Industrials 1.04%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,995
52
– –
-8,408
1 2
3