LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$726M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.64M
3
+$2.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
NVS icon
Novartis
NVS
+$1.84M

Top Sells

1
+$3.96M
2
+$2.73M
3
+$1.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.46M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.02M

Sector Composition

1 Technology 16.04%
2 Financials 10.36%
3 Consumer Discretionary 5.5%
4 Communication Services 4.91%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.87M 0.67%
40,640
-770
27
$4.51M 0.62%
13,202
-493
28
$3.98M 0.55%
5,945
-75
29
$3.76M 0.52%
74,025
+39,479
30
$3.71M 0.51%
+149,803
31
$3.63M 0.5%
53,824
-2,880
32
$3.54M 0.49%
7,036
+244
33
$3.34M 0.46%
64,827
+2,304
34
$3.33M 0.46%
16,594
+438
35
$3.33M 0.46%
55,496
-315
36
$3.12M 0.43%
70,142
-516
37
$2.93M 0.4%
28,407
+2,934
38
$2.75M 0.38%
4,122
+1,429
39
$2.69M 0.37%
14,520
+1,581
40
$2.66M 0.37%
+9,507
41
$2.64M 0.36%
6,506
+90
42
$2.6M 0.36%
14,239
-2,457
43
$2.53M 0.35%
22,410
-876
44
$2.38M 0.33%
95,662
-3,341
45
$2.36M 0.33%
9,966
+1,703
46
$2.35M 0.32%
24,693
-3,176
47
$2.32M 0.32%
27,700
+1,020
48
$2.32M 0.32%
252,500
49
$2.31M 0.32%
14,904
+6,173
50
$2.31M 0.32%
7,691
+404
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