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
$605M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.13M
3
+$1.66M
4
RGA icon
Reinsurance Group of America
RGA
+$828K
5
MSFT icon
Microsoft
MSFT
+$760K

Top Sells

1
+$2M
2
+$981K
3
+$880K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$814K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$800K

Sector Composition

1 Technology 14.75%
2 Financials 9.09%
3 Consumer Discretionary 5.29%
4 Consumer Staples 4.75%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$243K 0.04%
3,447
+10
302
$240K 0.04%
451
-13
303
$239K 0.04%
4,176
+312
304
$239K 0.04%
1,581
+43
305
$232K 0.04%
2,639
+126
306
$231K 0.04%
3,267
-123
307
$229K 0.04%
2,091
-35
308
$229K 0.04%
3,370
-526
309
$229K 0.04%
2,522
-467
310
$227K 0.04%
2,552
+41
311
$226K 0.04%
1,009
+16
312
$225K 0.04%
23,597
+2,720
313
$225K 0.04%
78,000
314
$224K 0.04%
177
-7
315
$224K 0.04%
2,168
-197
316
$224K 0.04%
882
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317
$222K 0.04%
2,447
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318
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+1,881
319
$221K 0.04%
2,827
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320
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69
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321
$221K 0.04%
7,522
322
$221K 0.04%
2,622
+241
323
$219K 0.04%
+627
324
$218K 0.04%
1,189
-217
325
$218K 0.04%
+4,024
11 12
13
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