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
301
$333K 0.05%
1,508
-158
302
$332K 0.05%
13,163
+74
303
$332K 0.05%
1,071
-135
304
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-65
305
$322K 0.04%
+2,121
306
$322K 0.04%
849
307
$321K 0.04%
+410
308
$321K 0.04%
1,180
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309
$320K 0.04%
+1,852
310
$317K 0.04%
2,815
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311
$315K 0.04%
4,176
-245
312
$312K 0.04%
739
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313
$311K 0.04%
3,337
-947
314
$307K 0.04%
4,180
+708
315
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1,178
-18
316
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317
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318
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-37
319
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1,902
+1
320
$298K 0.04%
+3,127
321
$297K 0.04%
8,394
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322
$296K 0.04%
310
+3
323
$295K 0.04%
+8,813
324
$295K 0.04%
2,641
+575
325
$291K 0.04%
8,207
-34
11 12
13
14 15