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
$605M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.13M
3
+$1.66M
4
RGA icon
Reinsurance Group of America
RGA
+$828K
5
MSFT icon
Microsoft
MSFT
+$760K

Top Sells

1
+$2M
2
+$981K
3
+$880K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$814K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$800K

Sector Composition

1 Technology 14.75%
2 Financials 9.09%
3 Consumer Discretionary 5.29%
4 Consumer Staples 4.75%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.18%
13,283
+330
102
$1.06M 0.18%
8,781
+644
103
$1.04M 0.17%
980
+106
104
$1.03M 0.17%
2,552
+104
105
$1M 0.17%
5,157
+882
106
$1M 0.17%
35,327
+1,022
107
$964K 0.16%
6,274
+633
108
$941K 0.16%
44,449
+13,669
109
$918K 0.15%
16,182
+315
110
$917K 0.15%
7,920
+220
111
$915K 0.15%
3,084
+319
112
$911K 0.15%
1,591
+133
113
$907K 0.15%
2,642
-6
114
$896K 0.15%
3,632
+344
115
$892K 0.15%
33,582
-1,363
116
$855K 0.14%
46,712
+4,303
117
$854K 0.14%
17,276
+539
118
$843K 0.14%
3,730
+316
119
$837K 0.14%
1,722
-1,048
120
$834K 0.14%
2,513
+258
121
$828K 0.14%
+3,877
122
$823K 0.14%
13,133
-560
123
$821K 0.14%
1,185
+176
124
$813K 0.13%
3,826
+243
125
$812K 0.13%
1,292
+87
3 4
5
6 7