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
326
$216K 0.04%
+950
327
$210K 0.03%
22,269
-392
328
$209K 0.03%
1,282
+70
329
$207K 0.03%
2,861
-1,450
330
$206K 0.03%
+3,164
331
$205K 0.03%
+3,601
332
$205K 0.03%
853
-390
333
$201K 0.03%
+6,275
334
$197K 0.03%
19,569
+669
335
$188K 0.03%
41,204
-6,753
336
$184K 0.03%
12,682
+592
337
$173K 0.03%
17,795
+1,900
338
$144K 0.02%
11,208
+469
339
$125K 0.02%
+10,006
340
$108K 0.02%
39,842
-4,266
341
$106K 0.02%
35,880
342
$66.9K 0.01%
13,691
+1,710
343
$38.5K 0.01%
1,800
344
$32.1K 0.01%
19,000
345
$10K ﹤0.01%
10,000
346
– –
-8,686
347
– –
-604
348
– –
-2,130
349
– –
-4,048
350
– –
-25,375
12 13
14
15 16