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
351
$266K 0.04%
+15,912
352
$265K 0.04%
+1,215
353
$265K 0.04%
6,819
+121
354
$263K 0.04%
+1,666
355
$262K 0.04%
1,949
+315
356
$262K 0.04%
3,523
+670
357
$262K 0.04%
+1,361
358
$259K 0.04%
+5,281
359
$257K 0.04%
+3,414
360
$257K 0.04%
1,684
+75
361
$255K 0.04%
+5,716
362
$252K 0.03%
4,724
363
$248K 0.03%
1,532
-19
364
$246K 0.03%
1,437
-123
365
$244K 0.03%
3,793
+139
366
$242K 0.03%
+21,822
367
$241K 0.03%
4,422
+2
368
$240K 0.03%
3,059
-307
369
$238K 0.03%
914
-78
370
$238K 0.03%
+6,993
371
$235K 0.03%
3,227
+647
372
$231K 0.03%
+1,314
373
$231K 0.03%
+1,036
374
$230K 0.03%
801
-49
375
$229K 0.03%
10,040
+485
13 14
15
16 17