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
$598M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.81M
3
+$1.51M
4
X
US Steel
X
+$682K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$648K

Top Sells

1
+$4.18M
2
+$3.89M
3
+$3.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$845K
5
AAL icon
American Airlines Group
AAL
+$708K

Sector Composition

1 Technology 13.65%
2 Financials 9.49%
3 Healthcare 5.53%
4 Consumer Staples 4.91%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 0.6%
6,779
+248
27
$3.46M 0.58%
29,113
+1,419
28
$3.25M 0.54%
58,997
-1,012
29
$3.15M 0.53%
33,639
-41,568
30
$3.11M 0.52%
5,539
+8
31
$3.03M 0.51%
18,294
+2,350
32
$3.01M 0.5%
59,247
+2,142
33
$2.97M 0.5%
5,676
+79
34
$2.83M 0.47%
16,121
+475
35
$2.83M 0.47%
7,720
-43
36
$2.79M 0.47%
71,066
-6,011
37
$2.7M 0.45%
106,921
-4,341
38
$2.68M 0.45%
19,180
+219
39
$2.58M 0.43%
49,989
-2,836
40
$2.51M 0.42%
3,035
+81
41
$2.49M 0.42%
14,893
-678
42
$2.36M 0.4%
38,270
+428
43
$2.36M 0.39%
14,083
+646
44
$2.18M 0.36%
24,783
-1,480
45
$2.08M 0.35%
41,095
+8,101
46
$2.07M 0.35%
3,780
-144
47
$2.07M 0.35%
9,878
+470
48
$2.05M 0.34%
6,593
-3
49
$1.99M 0.33%
7,992
+543
50
$1.97M 0.33%
5,858
-37
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2
3 4 5