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LAS
Lloyd Advisory Services Portfolio holdings
AUM
$349M
1-Year Est. Return
13.97%
This Fund
S&P 500
1 Year Est. Return
+13.97%
AUM
$128M
AUM Growth
-$86.2M
(-40%)
Holding
632
Top Buys
| 1 | +$4.13M | |
| 2 | +$3.8M | |
| 3 | +$3.07M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.53M |
| 5 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$1.39M |
Top Sells
| 1 | +$15.9M | |
| 2 | +$5.3M | |
| 3 | +$4.48M | |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$4.22M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$4.07M |
Sector Composition
| 1 | Technology | 1.85% |
| 2 | Financials | 1.31% |
| 3 | Communication Services | 0.75% |
| 4 | Consumer Discretionary | 0.74% |
| 5 | Healthcare | 0.72% |