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LEA

Legacy Edge Advisors Portfolio holdings

AUM $951M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$951M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.95M
3
+$9.76M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.56M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.5M

Top Sells

1
+$7.32M
2
+$7.32M
3
+$2.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.34M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.24M

Sector Composition

1 Technology 3.8%
2 Financials 1.28%
3 Communication Services 1%
4 Healthcare 0.7%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$4.36T
$10.1M 1.07%
39,923
-964
IWP icon
27
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$10M 1.05%
78,200
+12
IVV icon
28
iShares Core S&P 500 ETF
IVV
$835B
$9.34M 0.98%
14,299
-793
XLP icon
29
State Street Consumer Staples Select Sector SPDR ETF
XLP
$13.7B
$8.57M 0.9%
104,596
+77,149
IWS icon
30
iShares Russell Mid-Cap Value ETF
IWS
$15.5B
$8.22M 0.86%
56,398
-1,159
FLRN icon
31
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.94B
$7.86M 0.83%
255,404
+9,926
VCSH icon
32
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$7.78M 0.82%
98,185
+94,870
XJUN icon
33
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$175M
$6.51M 0.68%
151,441
-12,639
VONG icon
34
Vanguard Russell 1000 Growth ETF
VONG
$43.8B
$6.31M 0.66%
57,507
+212
NVDA icon
35
NVIDIA
NVDA
$5.05T
$6.05M 0.64%
34,714
+687
JTEK icon
36
JPMorgan US Tech Leaders ETF
JTEK
$4.49B
$5.92M 0.62%
+74,484
VO icon
37
Vanguard Mid-Cap ETF
VO
$105B
$5.29M 0.56%
73,620
-188
IEMG icon
38
iShares Core MSCI Emerging Markets ETF
IEMG
$167B
$5.13M 0.54%
73,567
+4,709
SUSC icon
39
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.31B
$5.06M 0.53%
218,857
+47,246
JSCP icon
40
JPMorgan Short Duration Core Plus ETF
JSCP
$1.52B
$4.83M 0.51%
102,068
+13,043
VOO icon
41
Vanguard S&P 500 ETF
VOO
$982B
$4.64M 0.49%
7,771
-189
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$4.27T
$4.63M 0.49%
16,092
-196
BBUS icon
43
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.51B
$4.36M 0.46%
37,204
+11,384
ESGD icon
44
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
$4.04M 0.42%
42,213
+3,902
AMZN icon
45
Amazon
AMZN
$2.5T
$3.95M 0.42%
18,975
-26
JIRE icon
46
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.2B
$3.48M 0.37%
45,908
+7,063
VEA icon
47
Vanguard FTSE Developed Markets ETF
VEA
$233B
$3.39M 0.36%
52,846
-7,468
IWM icon
48
iShares Russell 2000 ETF
IWM
$82B
$3.28M 0.35%
13,238
-93
NULV icon
49
Nuveen ESG Large-Cap Value ETF
NULV
$2.08B
$3.25M 0.34%
71,441
+3,350
AVGO icon
50
Broadcom
AVGO
$1.87T
$2.69M 0.28%
8,684
-145
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