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
251
$302K 0.05%
5,068
252
$301K 0.05%
4,190
+312
253
$299K 0.05%
3,226
254
$297K 0.05%
1,994
+126
255
$294K 0.05%
+13,375
256
$289K 0.05%
5,329
+44
257
$288K 0.05%
4,281
-69
258
$285K 0.05%
2,051
+175
259
$284K 0.05%
10,169
-65
260
$281K 0.05%
3,325
+117
261
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12,286
-18
262
$275K 0.05%
2,055
+169
263
$274K 0.05%
1,994
+165
264
$266K 0.05%
496
-4
265
$265K 0.05%
4,811
+241
266
$264K 0.05%
3,860
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267
$264K 0.05%
7,305
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268
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269
$263K 0.05%
6,264
+118
270
$263K 0.05%
1,813
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271
$262K 0.05%
317
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272
$261K 0.05%
4,000
273
$261K 0.05%
53,835
+29,726
274
$260K 0.05%
+9,184
275
$253K 0.05%
926
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9 10
11
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