Advisor OS, LLC
Advisor OS, LLC latest Q4_2020 13F filings reported $372,625,000 in market value on this 2021-02-09 report date . The portfolio quarterly return is 56.39%. This fund has 139 securities concentrations of 100% weights.
Advisor OS, LLC largest holding is Vanguard S&P 500 ETF with weight of 12.83% and $47,794,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|