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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
$212M
AUM Growth
-$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.59%
2 Communication Services 0.61%
3 Consumer Discretionary 0.54%
4 Consumer Staples 0.47%
5 Utilities 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-27,165
127
-10,660
128
-10,510
129
-8,550
130
-9,745
131
-16,475
132
-6,725
133
-23,855
134
-19,115
135
-25,620
136
-30,795
137
-36,485
138
-14,995
139
-27,340
140
-12,786
141
-6,160
142
-211,450
143
-19,640
144
-26,718
145
-26,727
146
-9,515
147
-6,850
148
-28,212
149
-27,945
150
-61,012