TLA
Tanglewood Legacy Advisors Portfolio holdings
AUM
$244M
This Quarter Return
+6.73%
1 Year Return
+11.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+10%)
Cap. Flow
+$5.79M
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
61.39%
Holding
287
New
8
Increased
42
Reduced
24
Closed
4
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$327K |
| 2 |
Tesla
TSLA
|
$105K |
| 3 |
SPDR Gold Trust
GLD
|
$53.5K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$50.8K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$43.7K |
Sector Composition
| 1 | Energy | 3.93% |
| 2 | Technology | 2.64% |
| 3 | Industrials | 2.52% |
| 4 | Healthcare | 2.14% |
| 5 | Financials | 1.43% |
