LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$3.58M
2
+$2.57M
3
+$2.15M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.66M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.42M

Top Sells

1
+$3.94M
2
+$2.47M
3
+$876K
4
PG icon
Procter & Gamble
PG
+$703K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$479K

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%
+163
478
$14K 0.01%
885
-36
479
$14K 0.01%
485
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157
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481
$14K 0.01%
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482
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127
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483
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431
484
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120
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485
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+729
486
$14K 0.01%
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487
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277
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488
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276
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489
$14K 0.01%
550
490
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293
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491
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319
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$14K 0.01%
432
493
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121
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494
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495
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191
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498
$13K 0.01%
326
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499
$13K 0.01%
931
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500
$13K 0.01%
210
+193
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