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
$605M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.13M
3
+$1.66M
4
RGA icon
Reinsurance Group of America
RGA
+$828K
5
MSFT icon
Microsoft
MSFT
+$760K

Top Sells

1
+$2M
2
+$981K
3
+$880K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$814K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$800K

Sector Composition

1 Technology 14.75%
2 Financials 9.09%
3 Consumer Discretionary 5.29%
4 Consumer Staples 4.75%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$408K 0.07%
3,894
227
$408K 0.07%
850
+4
228
$408K 0.07%
862
+13
229
$406K 0.07%
1,195
-84
230
$400K 0.07%
2,131
-131
231
$396K 0.07%
1,099
+187
232
$395K 0.07%
5,099
-385
233
$392K 0.06%
3,401
-743
234
$390K 0.06%
2,263
+865
235
$386K 0.06%
5,026
+257
236
$384K 0.06%
4,652
+93
237
$384K 0.06%
5,682
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238
$381K 0.06%
2,094
+68
239
$376K 0.06%
1,361
-151
240
$374K 0.06%
11,429
-5,347
241
$374K 0.06%
2,938
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242
$372K 0.06%
1,587
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243
$367K 0.06%
7,025
+1,704
244
$367K 0.06%
3,318
+438
245
$365K 0.06%
100,000
246
$364K 0.06%
5,040
+270
247
$363K 0.06%
3,226
248
$356K 0.06%
1,267
-152
249
$356K 0.06%
22,690
-2,589
250
$351K 0.06%
2,787
+18
8 9
10
11 12