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
276
$290K 0.05%
+5,216
277
$290K 0.05%
5,735
-398
278
$283K 0.05%
35,000
-69
279
$283K 0.05%
3,338
-164
280
$282K 0.05%
994
+21
281
$281K 0.05%
761
-566
282
$280K 0.05%
16,548
283
$276K 0.05%
23,591
+3,591
284
$276K 0.05%
2,414
+122
285
$274K 0.05%
1,138
+101
286
$274K 0.05%
1,108
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287
$272K 0.05%
2,713
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288
$270K 0.04%
4,240
-106
289
$270K 0.04%
12,760
+352
290
$269K 0.04%
7,000
291
$268K 0.04%
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292
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293
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1,026
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294
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1,127
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295
$256K 0.04%
1,718
-228
296
$255K 0.04%
8,002
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297
$255K 0.04%
1,437
+74
298
$255K 0.04%
9,968
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299
$253K 0.04%
11,775
+1
300
$243K 0.04%
5,005
-191
10 11
12
13 14