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
$558M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$6.49M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.33M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$2.27M

Top Sells

1
+$36.8M
2
+$15M
3
+$2M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.43M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.24M

Sector Composition

1 Technology 12.39%
2 Financials 8.46%
3 Healthcare 5.39%
4 Industrials 4.98%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$215K 0.04%
4,259
-26
302
$214K 0.04%
+3,696
303
$211K 0.04%
+1,282
304
$211K 0.04%
+1,236
305
$205K 0.04%
+1,400
306
$205K 0.04%
+1,446
307
$204K 0.04%
+817
308
$204K 0.04%
+1,982
309
$203K 0.04%
+2,542
310
$199K 0.04%
18,127
+2,278
311
$193K 0.03%
18,858
+2,834
312
$172K 0.03%
14,560
-2,285
313
$165K 0.03%
+34,000
314
$162K 0.03%
19,129
+2,030
315
$129K 0.02%
10,933
+930
316
$123K 0.02%
47,396
-6,730
317
$120K 0.02%
+10,084
318
$120K 0.02%
19,104
-3
319
$101K 0.02%
+10,656
320
$68.4K 0.01%
+1,800
321
$49.8K 0.01%
+19,000
322
$45K 0.01%
11,295
+1,194
323
$44.4K 0.01%
10,370
324
$20.4K ﹤0.01%
+10,000
325
– –
-1,091
10 11 12
13
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