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
$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-U.S. Quality Growth Fund
DNL
+$2.27M

Top Sells

1
+$36.8M
2
+$15M
3
+$2M
4
SHM icon
State Street 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
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329
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337
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338
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-1,050
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