LAS
Lloyd Advisory Services Portfolio holdings
AUM
$207M
This Quarter Return
+3.63%
1 Year Return
+11.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(+3.4%)
Cap. Flow
+$875K
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
82.39%
Holding
415
New
86
Increased
69
Reduced
146
Closed
73
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$10.2M |
| 2 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$1.83M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.77M |
| 4 |
First Trust US Equity Opportunities ETF
FPX
|
$1.52M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.27M |
Top Sells
Sector Composition
| 1 | Healthcare | 0.85% |
| 2 | Communication Services | 0.81% |
| 3 | Consumer Staples | 0.78% |
| 4 | Utilities | 0.66% |
| 5 | Financials | 0.58% |
