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
251
$348K 0.06%
5,833
-5
252
$348K 0.06%
3,139
-106
253
$347K 0.06%
12,891
+72
254
$345K 0.06%
548
-58
255
$341K 0.06%
7,513
+172
256
$340K 0.06%
360
+11
257
$332K 0.05%
11,220
+1,314
258
$331K 0.05%
921
-32
259
$327K 0.05%
3,812
260
$326K 0.05%
4,000
261
$326K 0.05%
3,789
-78
262
$324K 0.05%
3,831
-5,831
263
$322K 0.05%
+10,619
264
$322K 0.05%
9,976
-363
265
$321K 0.05%
684
+37
266
$318K 0.05%
1,577
-124
267
$318K 0.05%
558
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268
$317K 0.05%
3,733
+90
269
$314K 0.05%
+2,530
270
$312K 0.05%
2,335
+19
271
$310K 0.05%
5,763
+235
272
$310K 0.05%
2,404
-34
273
$295K 0.05%
+3,198
274
$293K 0.05%
4,739
-315
275
$291K 0.05%
872
-600
9 10
11
12 13