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
351
$181K 0.03%
11,659
-116
352
$181K 0.03%
20,611
+1,042
353
$156K 0.03%
+10,159
354
$115K 0.02%
30,235
-9,607
355
$110K 0.02%
+10,251
356
$90.5K 0.02%
16,421
+2,730
357
$88.9K 0.01%
+16,653
358
$67.8K 0.01%
+12,864
359
$57.6K 0.01%
20,000
-15,880
360
$51.6K 0.01%
19,000
361
$21.8K ﹤0.01%
1,800
362
$4.56K ﹤0.01%
10,000
363
– –
-40,591
364
– –
-1,009
365
– –
-79,337
366
– –
-3,267
367
– –
-6,275
368
– –
-2,335
369
– –
-4,176
370
– –
-11,208
371
– –
-1,581
372
– –
-2,639
373
– –
-6,383
374
– –
-8,500
375
– –
-5,174
12 13 14
15
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