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
$469M
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Sells

1 +$27.7M
2 +$13.6M
3 +$13.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.5M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.3M

Sector Composition

1 Technology 7.25%
2 Financials 6.63%
3 Consumer Discretionary 4.29%
4 Utilities 3.3%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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