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
76
$1.37M 0.23%
10,337
+794
77
$1.37M 0.23%
8,255
-452
78
$1.33M 0.22%
31,510
-588
79
$1.32M 0.22%
15,470
-607
80
$1.31M 0.22%
18,304
+2,204
81
$1.28M 0.21%
13,003
-33
82
$1.27M 0.21%
2,905
+161
83
$1.25M 0.21%
18,034
+4,398
84
$1.24M 0.21%
13,772
+489
85
$1.24M 0.21%
8,247
+262
86
$1.23M 0.21%
4,523
+94
87
$1.22M 0.2%
7,949
+1,675
88
$1.22M 0.2%
40,775
+5,448
89
$1.21M 0.2%
12,366
+678
90
$1.21M 0.2%
3,887
-96
91
$1.19M 0.2%
3,902
+100
92
$1.19M 0.2%
10,830
-216
93
$1.13M 0.19%
44,695
+4,259
94
$1.12M 0.19%
2,255
+127
95
$1.12M 0.19%
2,264
-61
96
$1.11M 0.19%
15,142
+2,009
97
$1.11M 0.19%
27,193
+1,017
98
$1.08M 0.18%
37,191
+3,609
99
$1.08M 0.18%
8,141
+221
100
$1.08M 0.18%
8,843
+62
2 3
4
5 6