LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$16.4M
3
+$4.19M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.13M

Top Sells

1
+$27.4M
2
+$16.5M
3
+$9.68M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.04M
5
PG icon
Procter & Gamble
PG
+$2.15M

Sector Composition

1 Technology 5.22%
2 Financials 4.82%
3 Consumer Staples 4.13%
4 Healthcare 2.39%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$287K 0.08%
2,410
+90
102
$280K 0.08%
6,390
+450
103
$279K 0.08%
2,994
+388
104
$277K 0.08%
1,375
+7
105
$274K 0.08%
5,198
-22
106
$274K 0.08%
12,602
+1,249
107
$274K 0.08%
1,505
+29
108
$273K 0.08%
12,515
+1,248
109
$271K 0.08%
3,445
-254
110
$270K 0.08%
3,795
-1,179
111
$263K 0.07%
12,807
-36
112
$259K 0.07%
1,612
+208
113
$255K 0.07%
2,115
-791
114
$254K 0.07%
928
-5
115
$247K 0.07%
655
-5
116
$246K 0.07%
1,249
+166
117
$245K 0.07%
2,504
+230
118
$245K 0.07%
1,099
+192
119
$244K 0.07%
2,036
-1,210
120
$242K 0.07%
1,435
-9
121
$239K 0.07%
+3,484
122
$237K 0.07%
2,867
+159
123
$237K 0.07%
18,320
124
$235K 0.07%
+8,712
125
$231K 0.07%
+1,309
3 4
5
6 7