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
$489M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.35M
3
+$1.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$808K
5
CMCSA icon
Comcast
CMCSA
+$759K

Top Sells

1
+$3.46M
2
+$897K
3
+$742K
4
INTC icon
Intel
INTC
+$681K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$561K

Sector Composition

1 Technology 8.14%
2 Financials 5.41%
3 Consumer Staples 4.22%
4 Healthcare 4.1%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.25%
13,013
-1,001
52
$1.18M 0.24%
6,069
+557
53
$1.17M 0.24%
2,471
+127
54
$1.14M 0.23%
4,725
+280
55
$1.13M 0.23%
27,602
-12,784
56
$1.11M 0.23%
9,572
57
$1.1M 0.22%
5,160
+256
58
$1.08M 0.22%
4,746
+176
59
$1.06M 0.22%
30,810
-90
60
$1.06M 0.22%
33,765
-1,977
61
$1.04M 0.21%
21,144
+738
62
$983K 0.2%
12,193
+4,386
63
$954K 0.19%
19,843
+212
64
$947K 0.19%
112,500
65
$934K 0.19%
2,720
-304
66
$898K 0.18%
9,285
-89
67
$896K 0.18%
13,960
+910
68
$884K 0.18%
14,587
-129
69
$858K 0.18%
3,854
-571
70
$817K 0.17%
4,274
-442
71
$816K 0.17%
27,254
-193
72
$805K 0.16%
10,112
+1,268
73
$799K 0.16%
9,627
-920
74
$782K 0.16%
2,733
-9
75
$774K 0.16%
3,785
+68
1 2
3
4 5