LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
This Quarter Return
+1.27%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$605M
AUM Growth
+$605M
(+1.6%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
1.98%
Top 10 Holdings %
Top 10 Hldgs %
38.52%
Holding
376
New
18
Increased
178
Reduced
131
Closed
31
Top Buys
| 1 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$12.5M |
| 2 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
$2.13M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.66M |
| 4 |
Reinsurance Group of America
RGA
|
$828K |
| 5 |
Sony
SONY
|
$810K |
Top Sells
Sector Composition
| 1 | Technology | 14.75% |
| 2 | Financials | 9.09% |
| 3 | Consumer Discretionary | 5.29% |
| 4 | Consumer Staples | 4.75% |
| 5 | Industrials | 4.72% |
