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
$117M
AUM Growth
+$900K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.67M
3
+$478K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$340K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$278K

Top Sells

1
+$1.98M
2
+$837K
3
+$689K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$422K
5
EIX icon
Edison International
EIX
+$212K

Sector Composition

1 Technology 5.1%
2 Healthcare 2.78%
3 Financials 1.78%
4 Communication Services 1.03%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.18%
+1,952
52
– –
-2,433
1 2
3