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
276
$247K 0.04%
3,907
-41
277
$247K 0.04%
33,467
278
$247K 0.04%
3,219
-128
279
$246K 0.04%
+1,387
280
$244K 0.04%
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-667
281
$242K 0.04%
100,000
+50,000
282
$242K 0.04%
3,028
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283
$241K 0.04%
4,390
+153
284
$240K 0.04%
3,770
+120
285
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+4,021
286
$240K 0.04%
5,498
-253
287
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+2,107
288
$237K 0.04%
5,466
-2,120
289
$236K 0.04%
+1,795
290
$235K 0.04%
20,000
291
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+1,008
292
$230K 0.04%
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293
$229K 0.04%
81,016
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294
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+72
295
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909
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296
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297
$220K 0.04%
+2,128
298
$217K 0.04%
+3,000
299
$217K 0.04%
+2,993
300
$216K 0.04%
+2,311
10 11
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