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
$116M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.03M
3
+$628K
4
LLY icon
Eli Lilly
LLY
+$338K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$283K

Top Sells

1
+$3.87M
2
+$854K
3
+$402K
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$205K
5
MSFT icon
Microsoft
MSFT
+$142K

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
– –
-8,071
52
– –
-35,955
1 2
3