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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
$198M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$4.27M
3
+$3.67M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.55M
5
APRW icon
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
+$3.24M

Top Sells

1
+$5.27M
2
+$3.32M
3
+$3.22M
4
HDV
iShares Core High Dividend ETF
HDV
+$3.18M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.85M

Sector Composition

1 Consumer Staples 1.77%
2 Technology 0.97%
3 Healthcare 0.84%
4 Financials 0.83%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
16
-352
377
$1K ﹤0.01%
+15
378
$1K ﹤0.01%
+31
379
$1K ﹤0.01%
+50
380
$1K ﹤0.01%
26
381
$1K ﹤0.01%
+6
382
$1K ﹤0.01%
37
-7
383
$1K ﹤0.01%
+23
384
$1K ﹤0.01%
+17
385
$1K ﹤0.01%
+30
386
$1K ﹤0.01%
20
387
$1K ﹤0.01%
+27
388
$1K ﹤0.01%
17
-205
389
$1K ﹤0.01%
5
-612
390
$1K ﹤0.01%
11
391
$1K ﹤0.01%
5
392
$1K ﹤0.01%
3
393
$1K ﹤0.01%
9
394
– –
-79
395
$0 ﹤0.01%
1
396
– –
-16
397
– –
-21
398
$0 ﹤0.01%
9
399
$0 ﹤0.01%
2
400
– –
-1
14 15
16
17 18