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LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.57M
3
+$2.15M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.66M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.42M

Top Sells

1
+$3.94M
2
+$2.47M
3
+$876K
4
PG icon
Procter & Gamble
PG
+$703K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$479K

Sector Composition

1 Financials 8.46%
2 Consumer Staples 4.62%
3 Technology 2.83%
4 Healthcare 2.74%
5 Energy 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-28
1002
– –
-44
1003
– –
-7,931
1004
– –
-51
1005
– –
-100
1006
– –
-10
1007
– –
-800
1008
– –
-273
1009
– –
-78
1010
– –
0
1011
– –
-48
1012
– –
-224
1013
$0 ﹤0.01%
+7
1014
$0 ﹤0.01%
10
1015
– –
-62
1016
$0 ﹤0.01%
8
1017
– –
-19
1018
– –
-7,203
1019
– –
-12
1020
– –
-4,712
1021
$0 ﹤0.01%
4
1022
– –
-778
1023
$0 ﹤0.01%
6
1024
$0 ﹤0.01%
+10
1025
– –
0
39 40
41
42 43