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
$489M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.35M
3
+$1.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$808K
5
CMCSA icon
Comcast
CMCSA
+$759K

Top Sells

1
+$3.46M
2
+$897K
3
+$742K
4
INTC icon
Intel
INTC
+$681K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$561K

Sector Composition

1 Technology 8.14%
2 Financials 5.41%
3 Consumer Staples 4.22%
4 Healthcare 4.1%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$508K 0.1%
8,606
-618
127
$506K 0.1%
5,759
-87
128
$500K 0.1%
4,367
-718
129
$495K 0.1%
2,392
+59
130
$490K 0.1%
1,272
+12
131
$484K 0.1%
6,180
+355
132
$474K 0.1%
1,651
+75
133
$474K 0.1%
4,500
+193
134
$470K 0.1%
3,433
+185
135
$464K 0.09%
1,202
+72
136
$457K 0.09%
+16,098
137
$451K 0.09%
+6,287
138
$448K 0.09%
2,003
+149
139
$440K 0.09%
5,215
+295
140
$439K 0.09%
3,576
-184
141
$437K 0.09%
1,388
+92
142
$436K 0.09%
3,419
+166
143
$431K 0.09%
4,339
+329
144
$430K 0.09%
1,211
+142
145
$425K 0.09%
6,100
+107
146
$422K 0.09%
4,756
147
$420K 0.09%
5,507
-1,175
148
$419K 0.09%
2,444
-42
149
$411K 0.08%
3,293
+313
150
$407K 0.08%
7,532
+204
4 5
6
7 8