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LAS

Lloyd Advisory Services Portfolio holdings

AUM $349M
1-Year Est. Return 13.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.36M
3
+$2.56M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.53M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.52M

Top Sells

1
+$19.5M
2
+$1.96M
3
+$1.89M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.75M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$579K

Sector Composition

1 Communication Services 0.76%
2 Consumer Staples 0.75%
3 Healthcare 0.74%
4 Financials 0.63%
5 Utilities 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
195
-131
252
$5K ﹤0.01%
+271
253
$5K ﹤0.01%
+105
254
$5K ﹤0.01%
18
-1
255
$5K ﹤0.01%
78
-21
256
$5K ﹤0.01%
27
257
$5K ﹤0.01%
20
-1
258
$5K ﹤0.01%
+20
259
$5K ﹤0.01%
29
260
$4K ﹤0.01%
25
-12
261
$4K ﹤0.01%
16
262
$4K ﹤0.01%
18
263
$4K ﹤0.01%
21
264
$4K ﹤0.01%
49
-17
265
$4K ﹤0.01%
+35
266
$4K ﹤0.01%
+70
267
$4K ﹤0.01%
40
-23,952
268
$4K ﹤0.01%
29
269
$4K ﹤0.01%
48
-20
270
$4K ﹤0.01%
31
+1
271
$4K ﹤0.01%
103
+1
272
$4K ﹤0.01%
+11
273
$4K ﹤0.01%
26
-1,031
274
$4K ﹤0.01%
45
275
$4K ﹤0.01%
20
9 10
11
12 13