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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
1076
– –
-3,669
1077
– –
-223
1078
– –
-80
1079
– –
-785
1080
– –
-1,293
1081
– –
-52
1082
– –
-77
1083
$0 ﹤0.01%
+13
1084
$0 ﹤0.01%
50
1085
$0 ﹤0.01%
17
1086
– –
-104
1087
– –
-258
1088
– –
-297
1089
– –
-2,626
1090
– –
-100
1091
$0 ﹤0.01%
5
1092
$0 ﹤0.01%
21
-18
1093
– –
-42
1094
– –
-3,403
1095
– –
-228
1096
$0 ﹤0.01%
14
1097
– –
-1,463
1098
– –
-304
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