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
76
$1.34M 0.22%
13,721
+2,635
77
$1.27M 0.21%
2,744
-11
78
$1.26M 0.21%
5,239
+496
79
$1.22M 0.2%
16,077
-4,021
80
$1.21M 0.2%
7,985
-1,442
81
$1.21M 0.2%
2,325
+237
82
$1.2M 0.2%
26,176
+340
83
$1.2M 0.2%
9,259
+193
84
$1.19M 0.2%
11,200
+749
85
$1.19M 0.2%
11,962
-6,644
86
$1.18M 0.2%
33,254
+4,724
87
$1.17M 0.19%
13,636
+80
88
$1.17M 0.19%
4,429
-408
89
$1.15M 0.19%
8,569
-334
90
$1.14M 0.19%
6,805
+689
91
$1.13M 0.19%
16,100
+3,398
92
$1.11M 0.18%
3,802
+77
93
$1.11M 0.18%
2,128
-41
94
$1.1M 0.18%
112,500
95
$1.08M 0.18%
14,279
+7,190
96
$1.08M 0.18%
3,655
-2
97
$1.08M 0.18%
9,543
+2,058
98
$1.07M 0.18%
40,436
-11,757
99
$1.07M 0.18%
11,688
+171
100
$1.06M 0.18%
8,832
+1,375
2 3
4
5 6