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LFA
Legacy Financial Advisors Portfolio holdings
AUM
$715M
1-Year Est. Return
22.34%
This Fund
S&P 500
1 Year Est. Return
+22.34%
AUM
$402M
AUM Growth
-$42.2M
(-9.5%)
Holding
263
Top Buys
| 1 | +$6.84M | |
| 2 | +$5.57M | |
| 3 | +$5.02M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.7M |
| 5 |
iShares International Dividend Growth ETF
IGRO
|
+$2.17M |
Top Sells
| 1 | +$3.86M | |
| 2 | +$3.33M | |
| 3 | +$1.42M | |
| 4 |
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
|
+$1.29M |
| 5 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.22M |
Sector Composition
| 1 | Technology | 6.5% |
| 2 | Financials | 5.81% |
| 3 | Consumer Staples | 4.32% |
| 4 | Healthcare | 4.28% |
| 5 | Industrials | 3.23% |