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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
AVLV icon
51
Avantis US Large Cap Value ETF
AVLV
$13.3B
$2.65M 0.28%
32,899
+5,245
JPM icon
52
JPMorgan Chase
JPM
$888B
$2.62M 0.28%
8,893
-58
VB icon
53
Vanguard Small-Cap ETF
VB
$79.8B
$2.6M 0.27%
9,939
+170
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.05T
$2.55M 0.27%
5,318
-20
IWO icon
55
iShares Russell 2000 Growth ETF
IWO
$15.3B
$2.39M 0.25%
7,614
-174
JCPB icon
56
JPMorgan Core Plus Bond ETF
JCPB
$13.1B
$2.39M 0.25%
+50,698
AGG icon
57
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.24M 0.24%
22,550
-23,341
JGRO icon
58
JPMorgan Active Growth ETF
JGRO
$9.83B
$2.19M 0.23%
25,922
+4,588
NULG icon
59
Nuveen ESG Large-Cap Growth ETF
NULG
$2.75B
$2.17M 0.23%
23,868
+1,863
VWO icon
60
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$2.04M 0.21%
37,681
-204
COST icon
61
Costco
COST
$422B
$2M 0.21%
2,007
-8
GOOG icon
62
Alphabet (Google) Class C
GOOG
$4.26T
$1.93M 0.2%
6,732
-84
IWN icon
63
iShares Russell 2000 Value ETF
IWN
$14.4B
$1.87M 0.2%
9,864
-27
VTI icon
64
Vanguard Total Stock Market ETF
VTI
$654B
$1.87M 0.2%
5,820
-182
ESGE icon
65
iShares ESG Aware MSCI EM ETF
ESGE
$7.19B
$1.77M 0.19%
38,950
+4,090
AXP icon
66
American Express
AXP
$231B
$1.77M 0.19%
5,855
-42
XLK icon
67
State Street Technology Select Sector SPDR ETF
XLK
$135B
$1.76M 0.19%
13,269
+2,739
QQQ icon
68
Invesco QQQ Trust
QQQ
$495B
$1.75M 0.18%
3,038
+43
IUSB icon
69
iShares Core Universal USD Bond ETF
IUSB
$42.2B
$1.71M 0.18%
37,073
+5,577
IWB icon
70
iShares Russell 1000 ETF
IWB
$48.2B
$1.7M 0.18%
4,763
-329
JMUB icon
71
JPMorgan Municipal ETF
JMUB
$7.98B
$1.68M 0.18%
33,578
-181
VONV icon
72
Vanguard Russell 1000 Value ETF
VONV
$20.2B
$1.67M 0.18%
17,811
-30
BUFR icon
73
FT Vest Fund of Buffer ETFs
BUFR
$9.75B
$1.61M 0.17%
47,735
+4,878
BINC icon
74
BlackRock Flexible Income ETF
BINC
$16.2B
$1.6M 0.17%
30,739
+1,738
SPYM
75
State Street SPDR Portfolio S&P 500 ETF
SPYM
$150B
$1.56M 0.16%
20,329
+2,555
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