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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
151
-19,030
152
-27,963
153
-3,560
154
-5,735
155
-27,295
156
-541,524
157
-6,420
158
-12,885
159
-8,800
160
-27,395
161
-35,030
162
-23,045
163
-47,320
164
-7,395
165
-10,670
166
-16,250
167
-11,472
168
-69,990
169
-10,675
170
-2,485
171
-20,273
172
-15,405
173
-2,940
174
-9,165
175
-5,400