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
$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
51
$1.95M 0.33%
27,176
-9,838
52
$1.94M 0.32%
29,222
+2,521
53
$1.85M 0.31%
10,275
+976
54
$1.81M 0.3%
7,645
+527
55
$1.78M 0.3%
39,221
+1,166
56
$1.76M 0.3%
20,906
+2,715
57
$1.73M 0.29%
6,461
-94
58
$1.72M 0.29%
6,479
-124
59
$1.71M 0.29%
37,513
-1,566
60
$1.7M 0.28%
5,433
+453
61
$1.68M 0.28%
45,457
+702
62
$1.67M 0.28%
9,818
-1,152
63
$1.64M 0.27%
1,734
+16
64
$1.62M 0.27%
38,931
-354
65
$1.61M 0.27%
40,791
+7,537
66
$1.58M 0.26%
2,829
+10
67
$1.51M 0.25%
36,769
-2,970
68
$1.51M 0.25%
13,509
-212
69
$1.5M 0.25%
3,086
+534
70
$1.48M 0.25%
7,185
-151
71
$1.48M 0.25%
9,293
+461
72
$1.43M 0.24%
5,069
-170
73
$1.42M 0.24%
9,661
+402
74
$1.42M 0.24%
7,088
+283
75
$1.39M 0.23%
27,940
-891
1 2
3
4 5