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
376
$229K 0.03%
+3,711
377
$228K 0.03%
1,706
-2
378
$227K 0.03%
+2,768
379
$227K 0.03%
852
-187
380
$225K 0.03%
+15,899
381
$224K 0.03%
+3,468
382
$224K 0.03%
+1,101
383
$223K 0.03%
447
+87
384
$223K 0.03%
+4,572
385
$221K 0.03%
+9,491
386
$220K 0.03%
167
-36
387
$218K 0.03%
+526
388
$218K 0.03%
+14,436
389
$214K 0.03%
+1,470
390
$214K 0.03%
+828
391
$213K 0.03%
2,555
+446
392
$212K 0.03%
5,398
-1,483
393
$210K 0.03%
+2,957
394
$209K 0.03%
911
+25
395
$208K 0.03%
+7,632
396
$205K 0.03%
+1,149
397
$205K 0.03%
+1,206
398
$205K 0.03%
+2,932
399
$203K 0.03%
+829
400
$202K 0.03%
+819
14 15
16
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