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
301
$256K 0.04%
+8,246
302
$253K 0.04%
183
+6
303
$253K 0.04%
1,809
-454
304
$250K 0.04%
18,384
+589
305
$250K 0.04%
+30,365
306
$250K 0.04%
2,353
-61
307
$249K 0.04%
4,164
-76
308
$249K 0.04%
+422
309
$248K 0.04%
1,000
+118
310
$248K 0.04%
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-1,063
311
$247K 0.04%
1,058
+32
312
$246K 0.04%
2,626
+179
313
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7,540
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314
$242K 0.04%
4,055
+31
315
$242K 0.04%
+2,189
316
$241K 0.04%
2,171
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317
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318
$239K 0.04%
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319
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3,089
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320
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8,129
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321
$239K 0.04%
1,669
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322
$237K 0.04%
3,761
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323
$235K 0.04%
+2,474
324
$228K 0.04%
+2,386
325
$227K 0.04%
2,811
-16
11 12
13
14 15