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
$558M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$6.49M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.33M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$2.27M

Top Sells

1
+$36.8M
2
+$15M
3
+$2M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.43M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.24M

Sector Composition

1 Technology 12.39%
2 Financials 8.46%
3 Healthcare 5.39%
4 Industrials 4.98%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$942K 0.17%
6,339
-620
102
$936K 0.17%
14,782
+844
103
$929K 0.17%
7,622
+342
104
$915K 0.16%
13,654
+468
105
$886K 0.16%
3,403
+200
106
$876K 0.16%
5,742
+48
107
$860K 0.15%
6,754
-103
108
$856K 0.15%
3,428
+121
109
$854K 0.15%
4,141
+149
110
$846K 0.15%
4,201
+151
111
$838K 0.15%
45,197
-2,474
112
$832K 0.15%
1,649
-211
113
$822K 0.15%
14,178
+2,868
114
$813K 0.15%
2,789
+148
115
$800K 0.14%
1,723
+81
116
$791K 0.14%
1,526
+30
117
$788K 0.14%
2,750
-390
118
$786K 0.14%
15,659
+3,494
119
$785K 0.14%
13,250
+1,126
120
$779K 0.14%
809
+60
121
$770K 0.14%
+3,961
122
$762K 0.14%
7,516
+86
123
$761K 0.14%
9,593
+412
124
$758K 0.14%
6,669
-189
125
$748K 0.13%
1,875
+101
3 4
5
6 7