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
$605M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.13M
3
+$1.66M
4
RGA icon
Reinsurance Group of America
RGA
+$828K
5
MSFT icon
Microsoft
MSFT
+$760K

Top Sells

1
+$2M
2
+$981K
3
+$880K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$814K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$800K

Sector Composition

1 Technology 14.75%
2 Financials 9.09%
3 Consumer Discretionary 5.29%
4 Consumer Staples 4.75%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.32%
10,970
+2,513
52
$1.79M 0.3%
26,701
+4,163
53
$1.75M 0.29%
39,079
-13,160
54
$1.74M 0.29%
9,299
-280
55
$1.73M 0.29%
39,285
+1,765
56
$1.72M 0.29%
39,739
-46,136
57
$1.72M 0.28%
8,707
-154
58
$1.72M 0.28%
6,596
+948
59
$1.68M 0.28%
44,755
-662
60
$1.67M 0.28%
9,408
+272
61
$1.66M 0.27%
+32,994
62
$1.65M 0.27%
2,819
+546
63
$1.64M 0.27%
7,449
+510
64
$1.62M 0.27%
7,118
-501
65
$1.57M 0.26%
1,718
-37
66
$1.54M 0.25%
32,098
+97
67
$1.53M 0.25%
6,603
+1,338
68
$1.52M 0.25%
38,055
-1,546
69
$1.45M 0.24%
13,036
+941
70
$1.45M 0.24%
28,831
-7,065
71
$1.44M 0.24%
4,980
+468
72
$1.4M 0.23%
3,983
+124
73
$1.39M 0.23%
11,046
+2,183
74
$1.38M 0.23%
18,191
+1,477
75
$1.34M 0.22%
7,336
-811
1 2
3
4 5