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
326
$226K 0.04%
+4,232
327
$225K 0.04%
+872
328
$225K 0.04%
3,106
-264
329
$224K 0.04%
+2,049
330
$223K 0.04%
2,097
+6
331
$222K 0.04%
78,000
332
$220K 0.04%
+4,274
333
$219K 0.04%
5,187
+182
334
$219K 0.04%
6,132
-101,915
335
$218K 0.04%
4,502
+48
336
$216K 0.04%
6,924
-1,078
337
$216K 0.04%
+2,100
338
$216K 0.04%
+4,905
339
$214K 0.04%
442
-9
340
$214K 0.04%
+1,635
341
$214K 0.04%
+2,193
342
$214K 0.04%
1,948
-582
343
$212K 0.04%
676
+49
344
$210K 0.04%
+3,502
345
$209K 0.03%
2,970
+109
346
$208K 0.03%
16,539
-9
347
$205K 0.03%
+848
348
$205K 0.03%
+25,021
349
$202K 0.03%
+1,635
350
$200K 0.03%
3,688
-45
12 13
14
15 16