LAS
Legacy Advisory Services Portfolio holdings
AUM
$126M
This Quarter Return
-0.9%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.27%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$26M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$16.6M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$11.4M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$9.95M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$6.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.86% |
| 2 | Communication Services | 1.27% |
| 3 | Technology | 1.26% |
| 4 | Healthcare | 1.17% |
| 5 | Consumer Discretionary | 0.78% |
