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
$258M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.57M
3
+$2.07M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.67M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.39M

Top Sells

1
+$3.71M
2
+$2.35M
3
+$812K
4
PG icon
Procter & Gamble
PG
+$722K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K

Sector Composition

1 Financials 8.46%
2 Consumer Staples 4.62%
3 Technology 2.83%
4 Healthcare 2.74%
5 Energy 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47K 0.02%
+989
252
$46K 0.02%
1,047
+924
253
$46K 0.02%
8,658
+4,791
254
$46K 0.02%
+6,709
255
$46K 0.02%
547
256
$45K 0.02%
1,076
-394
257
$45K 0.02%
773
+99
258
$45K 0.02%
10,541
+8,655
259
$45K 0.02%
+538
260
$44K 0.02%
3,065
261
$44K 0.02%
1,996
-1,117
262
$44K 0.02%
1,387
+317
263
$44K 0.02%
1,246
+1,194
264
$44K 0.02%
819
-339
265
$43K 0.02%
228
+156
266
$43K 0.02%
680
-134
267
$43K 0.02%
307
+7
268
$43K 0.02%
481
+191
269
$43K 0.02%
892
+298
270
$42K 0.02%
644
+378
271
$42K 0.02%
1,098
272
$42K 0.02%
275
-125
273
$42K 0.02%
2,159
-1,807
274
$41K 0.02%
255
+133
275
$41K 0.02%
553
+295
9 10
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