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
$258M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.57M
3
+$2.07M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.67M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.39M

Top Sells

1
+$3.71M
2
+$2.35M
3
+$812K
4
PG icon
Procter & Gamble
PG
+$722K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K

Sector Composition

1 Financials 8.46%
2 Consumer Staples 4.62%
3 Technology 2.83%
4 Healthcare 2.74%
5 Energy 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15K 0.01%
187
477
$14K 0.01%
704
-304
478
$14K 0.01%
+163
479
$14K 0.01%
127
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480
$14K 0.01%
431
481
$14K 0.01%
885
-36
482
$14K 0.01%
485
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483
$14K 0.01%
157
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484
$14K 0.01%
120
-40
485
$14K 0.01%
+729
486
$14K 0.01%
+699
487
$14K 0.01%
277
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488
$14K 0.01%
276
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489
$14K 0.01%
550
490
$14K 0.01%
293
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491
$14K 0.01%
319
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492
$14K 0.01%
432
493
$14K 0.01%
121
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494
$14K 0.01%
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495
$13K 0.01%
99
496
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224
497
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+810
498
$13K 0.01%
96
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499
$13K 0.01%
196
500
$13K 0.01%
130
+100
18 19
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