LAS

Lloyd Advisory Services Portfolio holdings

AUM $207M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1 +$28.3M
2 +$16.4M
3 +$10.2M
4
JULT icon
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
+$7.76M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.95M

Top Sells

1 +$36M
2 +$10.2M
3 +$10.1M
4
GLD icon
SPDR Gold Trust
GLD
+$9.92M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.74M

Sector Composition

1 Technology 0.9%
2 Financials 0.85%
3 Communication Services 0.79%
4 Consumer Staples 0.78%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$8K ﹤0.01%
185
252
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55
-18
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30
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+125
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22
+1
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0
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+150
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142
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519
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45
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50
-15
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110
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133
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+12
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40
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$6K ﹤0.01%
94
-1
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$6K ﹤0.01%
185
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$6K ﹤0.01%
15
-67
275
$6K ﹤0.01%
165
-90