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
$605M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.13M
3
+$1.66M
4
RGA icon
Reinsurance Group of America
RGA
+$828K
5
MSFT icon
Microsoft
MSFT
+$760K

Top Sells

1
+$2M
2
+$981K
3
+$880K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$814K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$800K

Sector Composition

1 Technology 14.75%
2 Financials 9.09%
3 Consumer Discretionary 5.29%
4 Consumer Staples 4.75%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 0.64%
108,047
-22,241
27
$3.82M 0.63%
13,169
-805
28
$3.7M 0.61%
41,540
-1,010
29
$3.61M 0.6%
15,571
+465
30
$3.33M 0.55%
60,009
-1,547
31
$3.26M 0.54%
77,077
-4,834
32
$3.26M 0.54%
5,531
-390
33
$3.16M 0.52%
18,961
-495
34
$3.02M 0.5%
7,763
+48
35
$3.02M 0.5%
15,646
+444
36
$2.98M 0.49%
27,694
-2,424
37
$2.96M 0.49%
6,531
+240
38
$2.85M 0.47%
111,262
-5,193
39
$2.83M 0.47%
5,597
+98
40
$2.73M 0.45%
52,825
-6,730
41
$2.73M 0.45%
57,105
+13,543
42
$2.37M 0.39%
26,263
+1,191
43
$2.31M 0.38%
15,944
-2,047
44
$2.3M 0.38%
37,014
+117
45
$2.28M 0.38%
2,954
-62
46
$2.24M 0.37%
37,842
+796
47
$2.19M 0.36%
6,555
+188
48
$2.07M 0.34%
3,924
-134
49
$2M 0.33%
5,895
-676
50
$1.95M 0.32%
13,437
+1,337
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2
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