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
$598M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.81M
3
+$1.51M
4
X
US Steel
X
+$682K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$648K

Top Sells

1
+$4.18M
2
+$3.89M
3
+$3.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$845K
5
AAL icon
American Airlines Group
AAL
+$708K

Sector Composition

1 Technology 13.65%
2 Financials 9.49%
3 Healthcare 5.53%
4 Consumer Staples 4.91%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$416K 0.07%
3,463
+324
227
$414K 0.07%
5,388
+101
228
$412K 0.07%
5,067
-20
229
$412K 0.07%
2,412
+318
230
$410K 0.07%
3,663
+465
231
$407K 0.07%
10,870
-559
232
$402K 0.07%
7,981
+468
233
$401K 0.07%
4,716
234
$401K 0.07%
14,336
-922
235
$400K 0.07%
3,999
-2,951
236
$399K 0.07%
1,684
+97
237
$398K 0.07%
1,154
+160
238
$398K 0.07%
2,102
-29
239
$397K 0.07%
1,665
+45
240
$394K 0.07%
7,654
+2,438
241
$394K 0.07%
766
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242
$391K 0.07%
860
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243
$389K 0.07%
1,682
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244
$388K 0.06%
2,338
-192
245
$386K 0.06%
966
+45
246
$385K 0.06%
2,739
247
$383K 0.06%
12,496
+1,877
248
$381K 0.06%
3,894
249
$374K 0.06%
556
-2
250
$371K 0.06%
3,881
-227
8 9
10
11 12