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
$354M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$16.4M
3
+$4.19M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.13M

Top Sells

1
+$27.4M
2
+$16.5M
3
+$9.68M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.04M
5
PG icon
Procter & Gamble
PG
+$2.15M

Sector Composition

1 Technology 5.22%
2 Financials 4.82%
3 Consumer Staples 4.13%
4 Healthcare 2.39%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.06%
+3,360
127
$228K 0.06%
3,671
-268
128
$227K 0.06%
+2,633
129
$227K 0.06%
1,939
130
$226K 0.06%
+2,255
131
$225K 0.06%
+2,451
132
$224K 0.06%
+1,532
133
$218K 0.06%
+7,850
134
$218K 0.06%
+1,408
135
$217K 0.06%
+11,072
136
$216K 0.06%
+443
137
$215K 0.06%
20,354
+1,906
138
$213K 0.06%
+791
139
$213K 0.06%
+3,529
140
$211K 0.06%
+1,301
141
$207K 0.06%
2,263
-2,333
142
$203K 0.06%
2,593
-438
143
– –
-8,861
144
– –
-6,292
145
– –
-25,021
146
– –
-16,041
147
– –
-10,000
148
– –
-11,425
149
– –
-2,884
150
– –
-14,546
3 4 5
6
7