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
$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
276
$290K 0.05%
2,777
-624
277
$289K 0.05%
2,769
+247
278
$288K 0.05%
2,366
-38
279
$287K 0.05%
9,937
-31
280
$285K 0.05%
+5,144
281
$284K 0.05%
348
-12
282
$283K 0.05%
1,245
+137
283
$282K 0.05%
74
+5
284
$282K 0.05%
3,241
+619
285
$281K 0.05%
100,092
+92
286
$280K 0.05%
5,839
+104
287
$274K 0.05%
+7,067
288
$272K 0.05%
40,670
-534
289
$272K 0.05%
3,471
-341
290
$270K 0.05%
849
-23
291
$269K 0.05%
4,555
-184
292
$267K 0.04%
25,914
+2,317
293
$263K 0.04%
2,616
+64
294
$262K 0.04%
2,641
-72
295
$262K 0.04%
+5,121
296
$260K 0.04%
+3,843
297
$259K 0.04%
1,132
+182
298
$259K 0.04%
1,878
-3
299
$258K 0.04%
+13,294
300
$256K 0.04%
16,582
+3,900
10 11
12
13 14