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
326
$290K 0.04%
+6,143
327
$290K 0.04%
2,189
-203
328
$289K 0.04%
1,270
-82
329
$287K 0.04%
3,421
-1,724
330
$287K 0.04%
7,675
331
$287K 0.04%
+2,970
332
$286K 0.04%
582
+100
333
$286K 0.04%
1,636
-69
334
$285K 0.04%
582
+17
335
$285K 0.04%
2,396
-133
336
$285K 0.04%
3,938
+185
337
$283K 0.04%
+5,774
338
$282K 0.04%
+1,141
339
$281K 0.04%
1,395
-15
340
$281K 0.04%
+5,076
341
$280K 0.04%
1,429
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342
$279K 0.04%
12,813
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343
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+7,098
344
$278K 0.04%
+4,569
345
$275K 0.04%
11,622
+1,701
346
$274K 0.04%
2,621
+2
347
$271K 0.04%
2,858
+263
348
$270K 0.04%
8,250
-3,138
349
$268K 0.04%
1,113
+54
350
$267K 0.04%
10,865
-229
12 13
14
15 16