TLA

Tanglewood Legacy Advisors Portfolio holdings

AUM $244M
1-Year Est. Return 11.96%
This Quarter Est. Return
1 Year Est. Return
+11.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Sells

1 +$190K
2 +$80.8K
3 +$72K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$66.6K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$51.9K

Sector Composition

1 Energy 3.85%
2 Industrials 2.63%
3 Technology 2.56%
4 Healthcare 2.27%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$22.3K 0.01%
269
202
$22.2K 0.01%
775
203
$21.2K 0.01%
270
204
$20.2K 0.01%
100
205
$19.9K 0.01%
99
206
$19.9K 0.01%
286
207
$19.8K 0.01%
+200
208
$19.4K 0.01%
513
209
$19.1K 0.01%
105
210
$19K 0.01%
693
-37
211
$18.5K 0.01%
199
212
$18.2K 0.01%
95
213
$17.8K 0.01%
+87
214
$17.6K 0.01%
+500
215
$16.6K 0.01%
200
216
$16.6K 0.01%
670
217
$16.3K 0.01%
611
218
$15.7K 0.01%
496
+300
219
$15.3K 0.01%
335
220
$15.3K 0.01%
120
221
$14.7K 0.01%
600
222
$14.7K 0.01%
200
223
$14.3K 0.01%
260
224
$14.2K 0.01%
408
225
$14.2K 0.01%
40