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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
ICLN icon
151
iShares Global Clean Energy ETF
ICLN
$3B
$412K 0.04%
22,511
+1,903
VOOG icon
152
Vanguard S&P 500 Growth ETF
VOOG
$25.3B
$406K 0.04%
5,982
-132
MMM icon
153
3M
MMM
$84.5B
$405K 0.04%
2,790
+1,027
XLC icon
154
State Street Communication Services Select Sector SPDR ETF
XLC
$22.8B
$403K 0.04%
+3,634
SCCO icon
155
Southern Copper
SCCO
$149B
$399K 0.04%
2,343
+10
LOW icon
156
Lowe's Companies
LOW
$120B
$396K 0.04%
1,674
-80
IJH icon
157
iShares Core S&P Mid-Cap ETF
IJH
$123B
$393K 0.04%
5,813
-14
BX icon
158
Blackstone
BX
$149B
$390K 0.04%
3,393
-383
IJR icon
159
iShares Core S&P Small-Cap ETF
IJR
$109B
$389K 0.04%
3,133
-30
MCK icon
160
McKesson
MCK
$89.3B
$387K 0.04%
447
-2
QCLN icon
161
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$849M
$384K 0.04%
8,260
+464
XOM icon
162
Exxon Mobil
XOM
$576B
$377K 0.04%
2,221
-108
MRK icon
163
Merck
MRK
$292B
$376K 0.04%
3,125
+513
ADI icon
164
Analog Devices
ADI
$202B
$365K 0.04%
1,147
PAVE icon
165
Global X US Infrastructure Development ETF
PAVE
$14.1B
$365K 0.04%
7,175
-40
GLD icon
166
SPDR Gold Trust
GLD
$134B
$363K 0.04%
843
-129
EFA icon
167
iShares MSCI EAFE ETF
EFA
$76.5B
$362K 0.04%
3,728
DIA icon
168
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
$362K 0.04%
781
-10
GOVT icon
169
iShares US Treasury Bond ETF
GOVT
$43B
$358K 0.04%
+15,614
RTX icon
170
RTX Corp
RTX
$247B
$356K 0.04%
1,848
-2
ORCL icon
171
Oracle
ORCL
$498B
$347K 0.04%
2,361
-130
BLK icon
172
Blackrock
BLK
$162B
$347K 0.04%
361
-5
GE icon
173
GE Aerospace
GE
$368B
$338K 0.04%
1,191
+327
CSX icon
174
CSX Corp
CSX
$85.7B
$333K 0.04%
8,100
-15
XLF icon
175
State Street Financial Select Sector SPDR ETF
XLF
$51.6B
$327K 0.03%
6,631
-1,166
5 6
7
8 9