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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
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$6.21M
3
+$6.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.38M
5
GLD icon
SPDR Gold Trust
GLD
+$5.33M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 1.78%
2 Healthcare 1.67%
3 Utilities 1.64%
4 Consumer Staples 1.62%
5 Energy 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
+45
352
$1K ﹤0.01%
+16
353
$1K ﹤0.01%
+38
354
$1K ﹤0.01%
+42
355
$1K ﹤0.01%
+7
356
$1K ﹤0.01%
+10
357
– –
0
358
$1K ﹤0.01%
+29
359
$1K ﹤0.01%
+17
360
$0 ﹤0.01%
+5
361
$0 ﹤0.01%
+10
362
$0 ﹤0.01%
+6
363
$0 ﹤0.01%
+3
364
$0 ﹤0.01%
+18
365
$0 ﹤0.01%
+2
366
– –
0
367
$0 ﹤0.01%
+10
368
$0 ﹤0.01%
+32
369
$0 ﹤0.01%
+5
370
$0 ﹤0.01%
+1
371
$0 ﹤0.01%
+4
372
– –
0
373
$0 ﹤0.01%
+7
374
$0 ﹤0.01%
+2
375
– –
0
12 13 14
15
16