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
$598M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.81M
3
+$1.51M
4
X
US Steel
X
+$682K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$648K

Top Sells

1
+$4.18M
2
+$3.89M
3
+$3.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$845K
5
AAL icon
American Airlines Group
AAL
+$708K

Sector Composition

1 Technology 13.65%
2 Financials 9.49%
3 Healthcare 5.53%
4 Consumer Staples 4.91%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05M 0.18%
8,358
-211
102
$1.04M 0.17%
10,854
-346
103
$1M 0.17%
3,832
+177
104
$1M 0.17%
35,364
+5,332
105
$990K 0.17%
1,494
+309
106
$989K 0.17%
112,500
107
$981K 0.16%
17,084
-192
108
$971K 0.16%
14,494
+110
109
$968K 0.16%
1,773
+182
110
$953K 0.16%
15,008
+729
111
$917K 0.15%
36,134
-8,315
112
$914K 0.15%
5,720
+61
113
$909K 0.15%
1,952
+99
114
$901K 0.15%
39,674
+3,079
115
$871K 0.15%
6,589
+3,251
116
$867K 0.15%
14,813
+269
117
$863K 0.14%
11,736
+4,663
118
$855K 0.14%
3,664
+32
119
$854K 0.14%
14,718
+361
120
$851K 0.14%
4,218
+392
121
$845K 0.14%
2,934
+361
122
$844K 0.14%
3,145
+221
123
$834K 0.14%
4,724
-433
124
$824K 0.14%
2,728
+110
125
$818K 0.14%
3,951
+27
3 4
5
6 7