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
501
$13K 0.01%
96
-9
502
$13K 0.01%
196
503
$13K 0.01%
130
+100
504
$13K 0.01%
+250
505
$13K 0.01%
2
506
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137
-33
507
$13K 0.01%
+338
508
$13K 0.01%
99
509
$13K 0.01%
224
510
$13K 0.01%
+810
511
$13K 0.01%
346
+337
512
$13K 0.01%
596
513
$12K ﹤0.01%
230
514
$12K ﹤0.01%
486
+364
515
$12K ﹤0.01%
14
+7
516
$12K ﹤0.01%
113
+41
517
$12K ﹤0.01%
216
518
$12K ﹤0.01%
86
+4
519
$12K ﹤0.01%
79
-3
520
$12K ﹤0.01%
+162
521
$12K ﹤0.01%
135
-153
522
$12K ﹤0.01%
218
+111
523
$12K ﹤0.01%
236
524
$12K ﹤0.01%
331
525
$12K ﹤0.01%
400
19 20
21
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