LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$726M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.64M
3
+$2.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
NVS icon
Novartis
NVS
+$1.84M

Top Sells

1
+$3.96M
2
+$2.73M
3
+$1.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.46M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.02M

Sector Composition

1 Technology 16.04%
2 Financials 10.36%
3 Consumer Discretionary 5.5%
4 Communication Services 4.91%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.16%
3,650
-113
102
$1.15M 0.16%
2,428
+383
103
$1.15M 0.16%
2,926
-55
104
$1.14M 0.16%
2,486
-266
105
$1.14M 0.16%
38,051
106
$1.13M 0.16%
3,277
+329
107
$1.11M 0.15%
57,050
-660
108
$1.11M 0.15%
6,043
+97
109
$1.11M 0.15%
+15,494
110
$1.1M 0.15%
2,951
-100
111
$1.1M 0.15%
3,734
-152
112
$1.1M 0.15%
38,801
+2,117
113
$1.09M 0.15%
34,742
-7,802
114
$1.09M 0.15%
+37,772
115
$1.09M 0.15%
7,733
+2,552
116
$1.08M 0.15%
13,465
-390
117
$1.08M 0.15%
1,576
+110
118
$1.06M 0.15%
+13,809
119
$1.04M 0.14%
9,933
+367
120
$1.01M 0.14%
+5,268
121
$1M 0.14%
14,875
-82
122
$992K 0.14%
5,929
+1,211
123
$983K 0.14%
8,092
+2,189
124
$981K 0.14%
6,174
+14
125
$981K 0.14%
2,952
-308
3 4
5
6 7