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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
$144M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$1.07M
3
+$1.03M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.02M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$804K

Top Sells

1
+$2.79M
2
+$1.32M
3
+$1.22M
4
OCTW icon
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
+$1.11M
5
DOCT
FT Vest US Equity Deep Buffer ETF October
DOCT
+$1.06M

Sector Composition

1 Technology 1.28%
2 Energy 0.76%
3 Consumer Discretionary 0.36%
4 Financials 0.3%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,110
52
– –
-8,165
53
– –
-15,089
54
– –
-2,827
55
– –
-11,696
1 2
3