LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
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
EQT icon
326
EQT Corp
EQT
$33.7B
$226K 0.04%
+4,232
VO icon
327
Vanguard Mid-Cap ETF
VO
$87.5B
$225K 0.04%
+872
IGRO icon
328
iShares International Dividend Growth ETF
IGRO
$1.2B
$225K 0.04%
3,106
-264
AEP icon
329
American Electric Power
AEP
$62.9B
$224K 0.04%
+2,049
CROX icon
330
Crocs
CROX
$4.53B
$223K 0.04%
2,097
+6
GGB icon
331
Gerdau
GGB
$6.61B
$222K 0.04%
78,000
DFSB icon
332
Dimensional Global Sustainability Fixed Income ETF
DFSB
$538M
$220K 0.04%
+4,274
FMC icon
333
FMC
FMC
$3.67B
$219K 0.04%
5,187
+182
DNL icon
334
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
$510M
$219K 0.04%
6,132
-101,915
AMCR icon
335
Amcor
AMCR
$18.8B
$218K 0.04%
22,511
+242
DD icon
336
DuPont de Nemours
DD
$33.3B
$216K 0.04%
2,897
-451
NTES icon
337
NetEase
NTES
$93.8B
$216K 0.04%
+2,100
BKR icon
338
Baker Hughes
BKR
$44.5B
$216K 0.04%
+4,905
AMP icon
339
Ameriprise Financial
AMP
$44.3B
$214K 0.04%
442
-9
CBRE icon
340
CBRE Group
CBRE
$46.8B
$214K 0.04%
+1,635
CNI icon
341
Canadian National Railway
CNI
$59.7B
$214K 0.04%
+2,193
EMR icon
342
Emerson Electric
EMR
$72.8B
$214K 0.04%
1,948
-582
CMI icon
343
Cummins
CMI
$56.7B
$212K 0.04%
676
+49
TD icon
344
Toronto Dominion Bank
TD
$135B
$210K 0.04%
+3,502
CP icon
345
Canadian Pacific Kansas City
CP
$70.2B
$209K 0.03%
2,970
+109
M icon
346
Macy's
M
$4.78B
$208K 0.03%
16,539
-9
RSG icon
347
Republic Services
RSG
$68.6B
$205K 0.03%
+848
KSS icon
348
Kohl's
KSS
$1.74B
$205K 0.03%
+25,021
HIG icon
349
Hartford Financial Services
HIG
$35B
$202K 0.03%
+1,635
XYZ
350
Block Inc
XYZ
$45.8B
$200K 0.03%
3,688
-45
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