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
$159M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1 +$40.5M
2 +$3.91M
3 +$3.72M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.42M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.13M

Sector Composition

1 Healthcare 0.95%
2 Communication Services 0.9%
3 Consumer Staples 0.8%
4 Utilities 0.77%
5 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6K ﹤0.01%
132
+31
202
$6K ﹤0.01%
28
+13
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30
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206
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125
207
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208
$5K ﹤0.01%
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209
0
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0
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213
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60
+13
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26
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$4K ﹤0.01%
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225
$4K ﹤0.01%
60