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
$598M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.81M
3
+$1.51M
4
X
US Steel
X
+$682K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$648K

Top Sells

1
+$4.18M
2
+$3.89M
3
+$3.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$845K
5
AAL icon
American Airlines Group
AAL
+$708K

Sector Composition

1 Technology 13.65%
2 Financials 9.49%
3 Healthcare 5.53%
4 Consumer Staples 4.91%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
276
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$290K 0.05%
2,777
-624
CCI icon
277
Crown Castle
CCI
$42.4B
$289K 0.05%
2,769
+247
ESGU icon
278
iShares ESG Aware MSCI USA ETF
ESGU
$14.9B
$288K 0.05%
2,366
-38
CTRA icon
279
Coterra Energy
CTRA
$17.4B
$287K 0.05%
9,937
-31
SNY icon
280
Sanofi
SNY
$123B
$285K 0.05%
+5,144
EQIX icon
281
Equinix
EQIX
$79.7B
$284K 0.05%
348
-12
HLT icon
282
Hilton Worldwide
HLT
$61.2B
$283K 0.05%
1,245
+137
AZO icon
283
AutoZone
AZO
$67.2B
$282K 0.05%
74
+5
MU icon
284
Micron Technology
MU
$227B
$282K 0.05%
3,241
+619
SABR icon
285
Sabre
SABR
$702M
$281K 0.05%
100,092
+92
ADM icon
286
Archer Daniels Midland
ADM
$30.4B
$280K 0.05%
5,839
+104
GSK icon
287
GSK
GSK
$88.3B
$274K 0.05%
+7,067
SAN icon
288
Banco Santander
SAN
$145B
$272K 0.05%
40,670
-534
NULG icon
289
Nuveen ESG Large-Cap Growth ETF
NULG
$1.78B
$272K 0.05%
3,471
-341
IWV icon
290
iShares Russell 3000 ETF
IWV
$17.1B
$270K 0.05%
849
-23
CMA icon
291
Comerica
CMA
$9.56B
$269K 0.05%
4,555
-184
HLN icon
292
Haleon
HLN
$42.2B
$267K 0.04%
25,914
+2,317
AEE icon
293
Ameren
AEE
$28.5B
$263K 0.04%
2,616
+64
OKE icon
294
Oneok
OKE
$42.9B
$262K 0.04%
2,641
-72
SPYV icon
295
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$262K 0.04%
+5,121
CVS icon
296
CVS Health
CVS
$105B
$260K 0.04%
+3,843
BDX icon
297
Becton Dickinson
BDX
$54.2B
$259K 0.04%
1,132
+182
CAH icon
298
Cardinal Health
CAH
$37.2B
$259K 0.04%
1,878
-3
B
299
Barrick Mining
B
$56.9B
$258K 0.04%
+13,294
SMFG icon
300
Sumitomo Mitsui Financial
SMFG
$101B
$256K 0.04%
16,582
+3,900
10 11
12
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