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
$489M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.35M
3
+$1.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$808K
5
CMCSA icon
Comcast
CMCSA
+$759K

Top Sells

1
+$3.46M
2
+$897K
3
+$742K
4
INTC icon
Intel
INTC
+$681K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$561K

Sector Composition

1 Technology 8.14%
2 Financials 5.41%
3 Consumer Staples 4.22%
4 Healthcare 4.1%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$605K 0.12%
1,216
+213
102
$600K 0.12%
15,230
+749
103
$598K 0.12%
6,026
+252
104
$594K 0.12%
7,708
-713
105
$587K 0.12%
5,793
-27
106
$587K 0.12%
3,711
+261
107
$582K 0.12%
5,746
-48
108
$576K 0.12%
5,975
+176
109
$575K 0.12%
2,441
-261
110
$565K 0.12%
9,817
-194
111
$561K 0.11%
3,963
+252
112
$558K 0.11%
23,173
113
$547K 0.11%
5,802
+294
114
$545K 0.11%
10,502
+1,112
115
$536K 0.11%
3,528
+46
116
$535K 0.11%
7,726
+283
117
$535K 0.11%
785
+18
118
$531K 0.11%
+3,845
119
$531K 0.11%
8,919
+837
120
$526K 0.11%
2,614
-639
121
$526K 0.11%
6,531
+3,237
122
$525K 0.11%
7,567
+949
123
$521K 0.11%
5,353
-162
124
$521K 0.11%
5,595
+165
125
$514K 0.11%
5,586
-2,802
3 4
5
6 7