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
251
$428K 0.06%
2,122
+90
252
$424K 0.06%
7,950
+644
253
$422K 0.06%
1,465
-17
254
$419K 0.06%
+21,780
255
$418K 0.06%
5,062
+1,062
256
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3,204
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257
$416K 0.06%
97
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258
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4,296
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259
$414K 0.06%
1,195
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260
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820
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261
$409K 0.06%
5,111
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262
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2,000
263
$406K 0.06%
3,427
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264
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265
$398K 0.05%
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266
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270
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271
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3,226
272
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14,154
-115
273
$386K 0.05%
5,357
+238
274
$386K 0.05%
4,546
-58
275
$384K 0.05%
+5,304
9 10
11
12 13