TLA
Tanglewood Legacy Advisors Portfolio holdings
AUM
$244M
1-Year Est. Return
11.96%
1 Year Est. Return
+11.96%
AUM
$244M
AUM Growth
+$15.6M
(+6.8%)
Holding
303
Top Buys
| 1 | +$1.56M | |
| 2 | +$969K | |
| 3 | +$501K | |
| 4 |
FT Vest US Equity Deep Buffer ETF July
DJUL
|
+$346K |
| 5 |
FT Vest US Equity Buffer ETF February
FFEB
|
+$332K |
Top Sells
| 1 | +$1.11M | |
| 2 | +$1.05M | |
| 3 | +$427K | |
| 4 |
First Trust Preferred Securities and Income ETF
FPE
|
+$308K |
| 5 |
FT Vest US Equity Moderate Buffer ETF July
GJUL
|
+$304K |
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Industrials | 2.2% |
| 3 | Energy | 1.91% |
| 4 | Financials | 1.22% |
| 5 | Healthcare | 1.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Target
TGT
$41.3B
| – | – |
-1,020
|
|
||
302
UnitedHealth
UNH
$323B
| – | – |
-22
|
|
||
303
Solventum
SOLV
$12.5B
| – | – |
-125
|
|