LAS
Legacy Advisory Services Portfolio holdings
AUM
$133M
1-Year Est. Return
8.96%
1 Year Est. Return
+8.96%
AUM
$126M
AUM Growth
+$7.7M
(+6.5%)
Holding
54
Top Buys
| 1 | +$11.1M | |
| 2 | +$2.64M | |
| 3 | +$1.81M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$852K |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$560K |
Top Sells
| 1 | +$11.4M | |
| 2 | +$553K | |
| 3 | +$456K | |
| 4 |
Eli Lilly
LLY
|
+$444K |
| 5 |
Merck
MRK
|
+$403K |
Sector Composition
| 1 | Financials | 1.84% |
| 2 | Technology | 1.21% |
| 3 | Communication Services | 1.21% |
| 4 | Consumer Discretionary | 1.02% |
| 5 | Industrials | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Schwab US Dividend Equity ETF
SCHD
$76.5B
| – | – |
-12,066
|
|
||
52
VanEck Semiconductor ETF
SMH
$43.2B
| – | – |
-965
|
|
||
53
iShares 20+ Year Treasury Bond ETF
TLT
$46.7B
| – | – |
-125,436
|
|
||
|
ARTY
54
iShares Future AI & Tech ETF
ARTY
$2.2B
| – | – |
-14,505
|
|