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
76
$390K 0.11%
2,293
77
$387K 0.11%
4,694
+208
78
$385K 0.11%
6,247
-199
79
$385K 0.11%
4,562
+386
80
$384K 0.11%
3,043
+21
81
$378K 0.11%
3,469
+211
82
$364K 0.1%
1,556
-9
83
$355K 0.1%
3,761
+993
84
$350K 0.1%
27,675
+252
85
$348K 0.1%
5,981
+381
86
$347K 0.1%
11,469
-1,678
87
$340K 0.1%
2,235
+435
88
$335K 0.09%
670
-40
89
$331K 0.09%
4,118
+335
90
$326K 0.09%
10,198
-3,494
91
$324K 0.09%
6,012
+444
92
$319K 0.09%
590
+10
93
$317K 0.09%
5,432
+516
94
$316K 0.09%
3,694
+269
95
$308K 0.09%
2,799
+4
96
$307K 0.09%
3,164
-3,123
97
$305K 0.09%
1,169
+149
98
$295K 0.08%
+968
99
$294K 0.08%
631
+40
100
$292K 0.08%
3,877
-73
2 3
4
5 6