LAS

Lloyd Advisory Services Portfolio holdings

AUM $207M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1 +$28.3M
2 +$16.4M
3 +$10.2M
4
JULT icon
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
+$7.76M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.95M

Top Sells

1 +$36M
2 +$10.2M
3 +$10.1M
4
GLD icon
SPDR Gold Trust
GLD
+$9.92M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.74M

Sector Composition

1 Technology 0.9%
2 Financials 0.85%
3 Communication Services 0.79%
4 Consumer Staples 0.78%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$42K 0.02%
+1,457
152
$42K 0.02%
362
153
$42K 0.02%
886
+150
154
$42K 0.02%
800
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155
$42K 0.02%
222
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156
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776
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157
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200
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158
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319
-22
159
$40K 0.02%
433
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160
$39K 0.02%
150
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81
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162
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141
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163
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155
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$37K 0.02%
580
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165
$37K 0.02%
651
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166
$37K 0.02%
916
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229
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$35K 0.02%
256
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431
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173
$35K 0.02%
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174
$35K 0.02%
220
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$34K 0.02%
183
-14