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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
VYM icon
126
Vanguard High Dividend Yield ETF
VYM
$78.2B
$545K 0.06%
3,681
+410
RIO icon
127
Rio Tinto
RIO
$156B
$542K 0.06%
5,813
-13
LQD icon
128
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.9B
$540K 0.06%
4,958
+1,213
TXN icon
129
Texas Instruments
TXN
$277B
$538K 0.06%
2,770
-55
HON icon
130
Honeywell
HON
$142B
$536K 0.06%
2,370
-114
PH icon
131
Parker-Hannifin
PH
$120B
$535K 0.06%
598
-1
BBHY icon
132
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$617M
$529K 0.06%
+11,543
XDEC icon
133
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$175M
$525K 0.06%
+13,024
IAU icon
134
iShares Gold Trust
IAU
$64.1B
$518K 0.05%
5,877
-1,292
AMGN icon
135
Amgen
AMGN
$188B
$518K 0.05%
1,472
-64
MS icon
136
Morgan Stanley
MS
$357B
$504K 0.05%
3,064
-226
CSCO icon
137
Cisco
CSCO
$470B
$501K 0.05%
6,462
-312
QDF icon
138
FlexShares Quality Dividend Index Fund
QDF
$2.17B
$489K 0.05%
6,185
-103
VIG icon
139
Vanguard Dividend Appreciation ETF
VIG
$109B
$487K 0.05%
2,265
-54
GSC icon
140
Goldman Sachs Small Cap Equity ETF
GSC
$284M
$482K 0.05%
8,823
-78
PG icon
141
Procter & Gamble
PG
$350B
$480K 0.05%
3,324
+124
EFV icon
142
iShares MSCI EAFE Value ETF
EFV
$23.9B
$480K 0.05%
6,450
-624
PHO icon
143
Invesco Water Resources ETF
PHO
$1.97B
$478K 0.05%
7,151
+1,224
CVX icon
144
Chevron
CVX
$349B
$473K 0.05%
2,285
-16
GS icon
145
Goldman Sachs
GS
$323B
$458K 0.05%
541
-18
TSLA icon
146
Tesla
TSLA
$1.45T
$430K 0.05%
1,156
-6
SHM icon
147
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$430K 0.05%
8,984
+328
XLI icon
148
State Street Industrial Select Sector SPDR ETF
XLI
$32.4B
$428K 0.05%
2,645
-74
VXF icon
149
Vanguard Extended Market ETF
VXF
$30.5B
$426K 0.04%
2,072
ETR icon
150
Entergy
ETR
$51.9B
$417K 0.04%
3,710
-8
4 5
6
7 8