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
$598M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.81M
3
+$1.51M
4
X
US Steel
X
+$682K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$648K

Top Sells

1
+$4.18M
2
+$3.89M
3
+$3.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$845K
5
AAL icon
American Airlines Group
AAL
+$708K

Sector Composition

1 Technology 13.65%
2 Financials 9.49%
3 Healthcare 5.53%
4 Consumer Staples 4.91%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
51
Coca-Cola
KO
$295B
$1.95M 0.33%
27,176
-9,838
SPHQ icon
52
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$1.94M 0.32%
29,222
+2,521
TXN icon
53
Texas Instruments
TXN
$161B
$1.85M 0.31%
10,275
+976
UNP icon
54
Union Pacific
UNP
$134B
$1.81M 0.3%
7,645
+527
VZ icon
55
Verizon
VZ
$171B
$1.78M 0.3%
39,221
+1,166
PLTR icon
56
Palantir
PLTR
$423B
$1.76M 0.3%
20,906
+2,715
CRM icon
57
Salesforce
CRM
$231B
$1.73M 0.29%
6,461
-94
CME icon
58
CME Group
CME
$96.6B
$1.72M 0.29%
6,479
-124
FBND icon
59
Fidelity Total Bond ETF
FBND
$21.1B
$1.71M 0.29%
37,513
-1,566
MCD icon
60
McDonald's
MCD
$220B
$1.7M 0.28%
5,433
+453
CMCSA icon
61
Comcast
CMCSA
$109B
$1.68M 0.28%
45,457
+702
BA icon
62
Boeing
BA
$161B
$1.67M 0.28%
9,818
-1,152
COST icon
63
Costco
COST
$415B
$1.64M 0.27%
1,734
+16
BAC icon
64
Bank of America
BAC
$376B
$1.62M 0.27%
38,931
-354
DFIV icon
65
Dimensional International Value ETF
DFIV
$13.6B
$1.61M 0.27%
40,791
+7,537
SPY icon
66
SPDR S&P 500 ETF Trust
SPY
$660B
$1.58M 0.26%
2,829
+10
TFC icon
67
Truist Financial
TFC
$54.9B
$1.51M 0.25%
36,769
-2,970
NVS icon
68
Novartis
NVS
$254B
$1.51M 0.25%
13,509
-212
VRTX icon
69
Vertex Pharmaceuticals
VRTX
$107B
$1.5M 0.25%
3,086
+534
CTAS icon
70
Cintas
CTAS
$75.6B
$1.48M 0.25%
7,185
-151
PM icon
71
Philip Morris
PM
$246B
$1.48M 0.25%
9,293
+461
PGR icon
72
Progressive
PGR
$132B
$1.43M 0.24%
5,069
-170
MMM icon
73
3M
MMM
$81.3B
$1.42M 0.24%
9,661
+402
GE icon
74
GE Aerospace
GE
$318B
$1.42M 0.24%
7,088
+283
VTEB icon
75
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$1.39M 0.23%
27,940
-891
1 2
3
4 5