LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$6.49M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.33M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$2.27M

Top Sells

1
+$36.8M
2
+$15M
3
+$2M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.43M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.24M

Sector Composition

1 Technology 12.39%
2 Financials 8.46%
3 Healthcare 5.39%
4 Industrials 4.98%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$347K 0.06%
8,289
+841
227
$342K 0.06%
2,098
+100
228
$338K 0.06%
2,826
+282
229
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230
$337K 0.06%
3,822
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231
$332K 0.06%
3,295
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232
$332K 0.06%
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233
$331K 0.06%
16,582
+46
234
$331K 0.06%
8,926
-18,869
235
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2,223
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236
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840
237
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3,637
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$325K 0.06%
+6,795
239
$322K 0.06%
1,200
240
$320K 0.06%
4,163
-1,414
241
$318K 0.06%
952
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242
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243
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4,437
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244
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4,211
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245
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+35,105
246
$308K 0.06%
860
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247
$307K 0.05%
3,840
-547
248
$304K 0.05%
1,663
249
$303K 0.05%
+2,109
250
$303K 0.05%
1,189
+46
8 9
10
11 12