TLA
Tanglewood Legacy Advisors Portfolio holdings
AUM
$244M
1-Year Est. Return
11.96%
1 Year Est. Return
+11.96%
AUM
$203M
AUM Growth
+$19.9M
(+11%)
Holding
302
Top Buys
| 1 | +$1.86M | |
| 2 | +$1.54M | |
| 3 | +$906K | |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$875K |
| 5 |
FT Vest US Equity Moderate Buffer ETF January
GJAN
|
+$786K |
Top Sells
| 1 | +$546K | |
| 2 | +$493K | |
| 3 | +$472K | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$383K |
| 5 |
FT Vest US Equity Deep Buffer ETF April
DAPR
|
+$294K |
Sector Composition
| 1 | Energy | 3.49% |
| 2 | Technology | 2.44% |
| 3 | Industrials | 2.3% |
| 4 | Healthcare | 1.9% |
| 5 | Financials | 1.14% |