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

Top Buys

1 +$19.2M
2 +$6.42M
3 +$6.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.62M
5
GLD icon
SPDR Gold Trust
GLD
+$5.45M

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
376
$0 ﹤0.01%
+6
377
0
378
$0 ﹤0.01%
+1
379
$0 ﹤0.01%
+2
380
$0 ﹤0.01%
+85
381
$0 ﹤0.01%
+8
382
$0 ﹤0.01%
+34
383
$0 ﹤0.01%
+2