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
$212M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Sector Composition

1 Energy 3.05%
2 Technology 2.76%
3 Industrials 2.08%
4 Healthcare 1.67%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$24.6K 0.01%
1,275
202
$24.3K 0.01%
1,205
+8
203
$24K 0.01%
505
204
$23.4K 0.01%
40
205
$23.3K 0.01%
3,663
206
$23.3K 0.01%
321
207
$22.4K 0.01%
99
208
$21.9K 0.01%
410
209
$21.1K 0.01%
335
210
$20.7K 0.01%
480
211
$20.6K 0.01%
1,100
212
$20.1K 0.01%
513
213
$19.7K 0.01%
530
214
$19.4K 0.01%
200
215
$18.7K 0.01%
120
216
$18.1K 0.01%
26,203
217
$17.9K 0.01%
643
218
$17.3K 0.01%
105
219
$16.9K 0.01%
174
-44
220
$16.7K 0.01%
260
221
$16.1K 0.01%
167
222
$16K 0.01%
600
223
$16K 0.01%
250
224
$15.9K 0.01%
100
225
$15.2K 0.01%
295