TLA
Tanglewood Legacy Advisors Portfolio holdings
AUM
$244M
This Quarter Return
+8.51%
1 Year Return
+11.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$203M
AUM Growth
+$203M
(+11%)
Cap. Flow
+$5.08M
Cap. Flow
% of AUM
2.5%
Top 10 Holdings %
Top 10 Hldgs %
63.03%
Holding
302
New
23
Increased
34
Reduced
36
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 3.49% |
| 2 | Technology | 2.44% |
| 3 | Industrials | 2.3% |
| 4 | Healthcare | 1.9% |
| 5 | Financials | 1.14% |
