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
76
$768K 0.16%
23,516
-20,835
77
$761K 0.16%
5,802
-1,686
78
$750K 0.15%
1,302
+201
79
$749K 0.15%
5,238
-227
80
$739K 0.15%
5,581
+73
81
$733K 0.15%
+14,743
82
$731K 0.15%
37,963
-460
83
$729K 0.15%
7,003
+442
84
$718K 0.15%
8,550
+433
85
$709K 0.14%
27,351
+16,091
86
$709K 0.14%
18,682
+1,339
87
$709K 0.14%
5,777
+463
88
$701K 0.14%
3,507
+1,228
89
$672K 0.14%
16,781
-553
90
$663K 0.14%
2,319
-101
91
$660K 0.13%
3,347
+88
92
$659K 0.13%
23,049
+1,671
93
$655K 0.13%
4,857
-131
94
$650K 0.13%
10,414
+3
95
$650K 0.13%
19,051
-387
96
$634K 0.13%
5,222
-12
97
$626K 0.13%
+5,540
98
$622K 0.13%
+38,000
99
$617K 0.13%
5,225
+801
100
$607K 0.12%
6,062
+468
2 3
4
5 6