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
$270M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$7.11M
3
+$5.71M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$5.49M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.51M

Top Sells

1
+$7.23M
2
+$4.1M
3
+$3.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.06M

Sector Composition

1 Financials 4.6%
2 Consumer Staples 4.6%
3 Technology 3.05%
4 Materials 1.03%
5 Real Estate 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,591
102
– –
-2,661
103
– –
-7,719
104
– –
-11,928
105
– –
-3,461
106
– –
-15,223
107
– –
-5,034
108
– –
-11,624
109
– –
-9,071
110
– –
-4,193
111
– –
-5,767
112
– –
-34,826
113
– –
-1,130
114
– –
-10,610
115
– –
-18,382
116
– –
-11,160
117
– –
-1,381
118
– –
-2,810
119
– –
-2,657
120
– –
-6,325
121
– –
-4,253
122
– –
-3,454
1 2 3 4
5