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
$558M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$6.49M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.33M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$2.27M

Top Sells

1
+$36.8M
2
+$15M
3
+$2M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.43M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.24M

Sector Composition

1 Technology 12.39%
2 Financials 8.46%
3 Healthcare 5.39%
4 Industrials 4.98%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 0.62%
89,099
+1,186
27
$3.42M 0.61%
12,243
+619
28
$3.38M 0.61%
90,877
-385
29
$3.26M 0.58%
62,099
-3,268
30
$3.06M 0.55%
119,267
-10,611
31
$3.06M 0.55%
26,284
+1,027
32
$3.01M 0.54%
22,831
+1,293
33
$2.99M 0.54%
7,790
+304
34
$2.96M 0.53%
48,753
+3,873
35
$2.79M 0.5%
17,664
+2,123
36
$2.59M 0.46%
5,229
-39
37
$2.46M 0.44%
15,212
-116
38
$2.44M 0.44%
5,809
+204
39
$2.41M 0.43%
3,964
+171
40
$2.39M 0.43%
52,701
-444
41
$2.32M 0.42%
18,452
+2,178
42
$2.26M 0.4%
2,904
+97
43
$2.24M 0.4%
44,669
-310
44
$2.19M 0.39%
35,725
+1,266
45
$2.06M 0.37%
13,055
+1,117
46
$2.01M 0.36%
11,430
-568
47
$1.97M 0.35%
6,655
+92
48
$1.95M 0.35%
14,700
+1,020
49
$1.93M 0.35%
44,600
-741
50
$1.86M 0.33%
3,860
-55
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2
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