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
276
$384K 0.05%
6,422
+681
277
$382K 0.05%
+8,005
278
$378K 0.05%
15,367
279
$378K 0.05%
+7,646
280
$378K 0.05%
+10,658
281
$374K 0.05%
1,138
+78
282
$366K 0.05%
3,680
-78
283
$365K 0.05%
+2,054
284
$364K 0.05%
1,021
+109
285
$361K 0.05%
2,944
-103
286
$355K 0.05%
7,738
-5,379
287
$354K 0.05%
1,784
-257
288
$351K 0.05%
3,746
+1,401
289
$350K 0.05%
8,256
+10
290
$349K 0.05%
31,080
+1,013
291
$349K 0.05%
3,472
+1,164
292
$348K 0.05%
+16,847
293
$347K 0.05%
3,867
-59
294
$343K 0.05%
4,111
-122
295
$342K 0.05%
+12,098
296
$342K 0.05%
+1,448
297
$341K 0.05%
10,649
+1,283
298
$338K 0.05%
1,234
+28
299
$335K 0.05%
2,552
+17
300
$333K 0.05%
782
+156
10 11
12
13 14