LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$5.98M
2
+$1.79M
3
+$1.55M
4
EXAS icon
Exact Sciences
EXAS
+$721K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$668K

Top Sells

1
+$4.18M
2
+$3.83M
3
+$3.77M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$893K
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
376
– –
-3,164
377
– –
-853
378
– –
-10,006
379
– –
-1,282
380
– –
-5,763
12 13 14 15
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