LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$16.4M
3
+$4.19M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.13M

Top Sells

1
+$27.4M
2
+$16.5M
3
+$9.68M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.04M
5
PG icon
Procter & Gamble
PG
+$2.15M

Sector Composition

1 Technology 5.22%
2 Financials 4.82%
3 Consumer Staples 4.13%
4 Healthcare 2.39%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$620K 0.18%
3,420
+373
52
$613K 0.17%
2,670
+122
53
$612K 0.17%
46,880
+6,160
54
$602K 0.17%
4,060
-1,078
55
$600K 0.17%
2,880
+178
56
$564K 0.16%
4,812
-127
57
$540K 0.15%
2,514
+128
58
$529K 0.15%
+2,250
59
$526K 0.15%
4,813
+360
60
$515K 0.15%
7,518
-1,797
61
$491K 0.14%
4,601
+415
62
$490K 0.14%
2,907
-411
63
$486K 0.14%
2,761
-66
64
$485K 0.14%
5,471
65
$484K 0.14%
2,276
+303
66
$481K 0.14%
5,700
+2,039
67
$469K 0.13%
6,426
+389
68
$469K 0.13%
4,387
+319
69
$466K 0.13%
6,515
+549
70
$457K 0.13%
5,931
+651
71
$437K 0.12%
8,350
-1,043
72
$429K 0.12%
+3,632
73
$409K 0.12%
1,909
+419
74
$404K 0.11%
14,272
+994
75
$397K 0.11%
6,143
+712
1 2
3
4 5