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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
$211M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$13.6M
3
+$13.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.6M

Top Sells

1
+$20.2M
2
+$14.9M
3
+$14.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$10.5M
5
AMZN icon
Amazon
AMZN
+$10.3M

Sector Composition

1 Technology 3.65%
2 Financials 1.94%
3 Healthcare 1.48%
4 Consumer Discretionary 1.47%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
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