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
$489M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.35M
3
+$1.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$808K
5
CMCSA icon
Comcast
CMCSA
+$759K

Top Sells

1
+$3.46M
2
+$897K
3
+$742K
4
INTC icon
Intel
INTC
+$681K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$561K

Sector Composition

1 Technology 8.14%
2 Financials 5.41%
3 Consumer Staples 4.22%
4 Healthcare 4.1%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.4%
18,219
+378
27
$1.92M 0.39%
11,738
+972
28
$1.86M 0.38%
14,650
-137
29
$1.84M 0.38%
29,668
+668
30
$1.82M 0.37%
3,857
-347
31
$1.8M 0.37%
8,511
+487
32
$1.77M 0.36%
49,034
-990
33
$1.76M 0.36%
16,906
+1,253
34
$1.75M 0.36%
16,902
+1,581
35
$1.7M 0.35%
32,452
+2,418
36
$1.65M 0.34%
7,944
+2,334
37
$1.54M 0.31%
6,231
+356
38
$1.54M 0.31%
16,976
-4,856
39
$1.52M 0.31%
8,176
+392
40
$1.51M 0.31%
8,285
+11
41
$1.51M 0.31%
30,095
+2,905
42
$1.39M 0.28%
36,732
+20,012
43
$1.35M 0.28%
4,373
+311
44
$1.33M 0.27%
34,098
+73
45
$1.28M 0.26%
8,057
+827
46
$1.26M 0.26%
4,516
-365
47
$1.25M 0.26%
51,360
+339
48
$1.22M 0.25%
4,135
-409
49
$1.22M 0.25%
12,438
+707
50
$1.21M 0.25%
3,336
+292
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2
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