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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
$217M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$4.24M
3
+$3.71M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.47M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.47M

Top Sells

1
+$5.44M
2
+$4.3M
3
+$3.83M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.47M

Sector Composition

1 Financials 1.31%
2 Technology 1.06%
3 Healthcare 0.9%
4 Consumer Staples 0.8%
5 Utilities 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$0 ﹤0.01%
+3
452
$0 ﹤0.01%
+3
453
$0 ﹤0.01%
8
454
– –
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455
$0 ﹤0.01%
2
456
$0 ﹤0.01%
1
457
– –
0
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$0 ﹤0.01%
2
459
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460
$0 ﹤0.01%
2
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461
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-47
462
– –
-5
463
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464
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0
465
– –
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466
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467
$0 ﹤0.01%
+6
468
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-15
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$0 ﹤0.01%
5
470
$0 ﹤0.01%
5
+1
471
– –
-8
472
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473
– –
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474
$0 ﹤0.01%
+2
15 16 17 18
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