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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
$723M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.29M
3
+$1.25M
4
FISV
Fiserv Inc
FISV
+$1.23M
5
PG icon
Procter & Gamble
PG
+$1.06M

Top Sells

1
+$7.4M
2
+$2.66M
3
+$1.93M
4
OCC icon
Optical Cable Corp
OCC
+$1.66M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.5M

Sector Composition

1 Technology 15.83%
2 Financials 10.07%
3 Consumer Discretionary 5.51%
4 Communication Services 5.26%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWR icon
276
iShares Russell Mid-Cap ETF
IWR
$55.6B
$374K 0.05%
3,883
-413
B
277
Barrick Mining
B
$67.6B
$373K 0.05%
8,569
+319
BN icon
278
Brookfield
BN
$99.3B
$372K 0.05%
8,117
-4,941
WM icon
279
Waste Management
WM
$86.2B
$367K 0.05%
1,672
+164
HLT icon
280
Hilton Worldwide
HLT
$79.4B
$364K 0.05%
1,266
+88
SEIC icon
281
SEI Investments
SEIC
$10.8B
$364K 0.05%
4,434
-112
DOCU
282
DocuSign
DOCU
$8.3B
$363K 0.05%
5,307
-50
ADM icon
283
Archer Daniels Midland
ADM
$36.2B
$363K 0.05%
6,311
-111
APD icon
284
Air Products & Chemicals
APD
$62.4B
$362K 0.05%
1,467
-893
CIEN icon
285
Ciena
CIEN
$60.6B
$362K 0.05%
1,549
+79
AIQ icon
286
Global X Artificial Intelligence & Technology ETF
AIQ
$11B
$361K 0.05%
7,106
-540
RH icon
287
RH
RH
$2.8B
$358K 0.05%
2,000
HII icon
288
Huntington Ingalls Industries
HII
$11.2B
$355K 0.05%
+1,045
NULG icon
289
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
$355K 0.05%
3,630
-50
STX icon
290
Seagate
STX
$242B
$355K 0.05%
1,288
-160
BOTZ icon
291
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.57B
$354K 0.05%
9,767
-891
FE icon
292
FirstEnergy
FE
$26.9B
$348K 0.05%
7,781
+43
VO icon
293
Vanguard Mid-Cap ETF
VO
$105B
$345K 0.05%
4,760
+580
STE icon
294
Steris
STE
$19.7B
$344K 0.05%
1,359
+218
NCLH icon
295
Norwegian Cruise Line
NCLH
$9.38B
$343K 0.05%
15,349
-18
CHRW icon
296
C.H. Robinson
CHRW
$21.8B
$339K 0.05%
2,109
-80
EA icon
297
Electronic Arts
EA
$50.7B
$335K 0.05%
1,641
+246
FINX icon
298
Global X FinTech ETF
FINX
$177M
$334K 0.05%
11,355
+2,542
NTRA icon
299
Natera
NTRA
$33.1B
$330K 0.05%
+1,442
APA icon
300
APA Corp
APA
$11.7B
$330K 0.05%
13,481
-11,458
10 11
12
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