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
$489M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.35M
3
+$1.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$808K
5
CMCSA icon
Comcast
CMCSA
+$759K

Top Sells

1
+$3.46M
2
+$897K
3
+$742K
4
INTC icon
Intel
INTC
+$681K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$561K

Sector Composition

1 Technology 8.14%
2 Financials 5.41%
3 Consumer Staples 4.22%
4 Healthcare 4.1%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$226K 0.05%
1,383
-2
227
$224K 0.05%
7,474
+98
228
$222K 0.05%
+973
229
$219K 0.04%
1,037
+33
230
$219K 0.04%
6,130
-9
231
$212K 0.04%
3,514
-484
232
$211K 0.04%
+1,581
233
$211K 0.04%
+1,577
234
$207K 0.04%
+445
235
$205K 0.04%
+1,815
236
$205K 0.04%
+972
237
$204K 0.04%
1,996
-814
238
$204K 0.04%
+1,228
239
$204K 0.04%
+491
240
$198K 0.04%
13,130
+2,716
241
$169K 0.03%
15,302
-30
242
$162K 0.03%
10,286
-1,019
243
$130K 0.03%
10,325
-2,630
244
$127K 0.03%
10,696
-372
245
$118K 0.02%
10,370
246
$95K 0.02%
21,467
-2,209
247
$87.9K 0.02%
37,892
+3,082
248
$85.8K 0.02%
+10,544
249
$71.9K 0.01%
+10,196
250
$70.9K 0.01%
11,101
-6,172
7 8 9
10
11