LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$16.4M
3
+$4.19M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.13M

Top Sells

1
+$27.4M
2
+$16.5M
3
+$9.68M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.04M
5
PG icon
Procter & Gamble
PG
+$2.15M

Sector Composition

1 Technology 5.22%
2 Financials 4.82%
3 Consumer Staples 4.13%
4 Healthcare 2.39%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.3%
21,652
+2,333
27
$1.05M 0.3%
14,334
+1,160
28
$1.04M 0.29%
16,791
-81,157
29
$1.04M 0.29%
2,970
+73
30
$1M 0.28%
3,772
+68
31
$976K 0.28%
17,798
+744
32
$954K 0.27%
10,392
-731
33
$944K 0.27%
10,680
+32
34
$922K 0.26%
2,476
+223
35
$900K 0.25%
4,025
-65
36
$877K 0.25%
3,212
+249
37
$848K 0.24%
9,680
+80
38
$825K 0.23%
22,410
-3,211
39
$822K 0.23%
4,803
+93
40
$813K 0.23%
9,280
-680
41
$810K 0.23%
5,727
+128
42
$783K 0.22%
17,505
+1,974
43
$738K 0.21%
12,559
+701
44
$730K 0.21%
14,127
-71
45
$722K 0.2%
15,024
-24
46
$708K 0.2%
3,054
-430
47
$678K 0.19%
8,690
-287
48
$652K 0.18%
3,971
+257
49
$646K 0.18%
15,669
+2,121
50
$627K 0.18%
1,758
+117
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