LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$726M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.64M
3
+$2.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
NVS icon
Novartis
NVS
+$1.84M

Top Sells

1
+$3.96M
2
+$2.73M
3
+$1.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.46M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.02M

Sector Composition

1 Technology 16.04%
2 Financials 10.36%
3 Consumer Discretionary 5.5%
4 Communication Services 4.91%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$531K 0.07%
1,259
-13
227
$527K 0.07%
+2,807
228
$523K 0.07%
7,796
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229
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2,171
-18
230
$514K 0.07%
839
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231
$511K 0.07%
+32,083
232
$509K 0.07%
3,495
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233
$503K 0.07%
41,205
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234
$491K 0.07%
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235
$484K 0.07%
1,963
-1,622
236
$484K 0.07%
4,846
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237
$479K 0.07%
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238
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239
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240
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241
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244
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245
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246
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6,254
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247
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3,551
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248
$438K 0.06%
3,011
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249
$436K 0.06%
1,676
+20
250
$428K 0.06%
3,088
+208
8 9
10
11 12