LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.57M
3
+$2.07M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.67M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.39M

Top Sells

1
+$3.71M
2
+$2.35M
3
+$812K
4
PG icon
Procter & Gamble
PG
+$722K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K

Sector Composition

1 Financials 8.46%
2 Consumer Staples 4.62%
3 Technology 2.83%
4 Healthcare 2.74%
5 Energy 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56K 0.02%
364
+29
227
$55K 0.02%
597
-962
228
$55K 0.02%
2,234
+86
229
$55K 0.02%
474
+132
230
$55K 0.02%
560
231
$55K 0.02%
914
+379
232
$54K 0.02%
1,433
+1,025
233
$54K 0.02%
877
-123
234
$54K 0.02%
1,176
-1,841
235
$53K 0.02%
1,349
+320
236
$53K 0.02%
825
+315
237
$52K 0.02%
226
238
$52K 0.02%
300
239
$51K 0.02%
680
+418
240
$51K 0.02%
597
+146
241
$50K 0.02%
320
+231
242
$50K 0.02%
1,294
+576
243
$49K 0.02%
1,060
+238
244
$48K 0.02%
610
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245
$48K 0.02%
552
+287
246
$48K 0.02%
2,341
+53
247
$48K 0.02%
747
+474
248
$48K 0.02%
1,303
-33
249
$47K 0.02%
1,569
-3,195
250
$47K 0.02%
374
+188
8 9
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