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
$558M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$6.49M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.33M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$2.27M

Top Sells

1
+$36.8M
2
+$15M
3
+$2M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.43M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.24M

Sector Composition

1 Technology 12.39%
2 Financials 8.46%
3 Healthcare 5.39%
4 Industrials 4.98%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$746K 0.13%
2,386
+96
127
$740K 0.13%
6,827
+800
128
$732K 0.13%
2,872
+240
129
$731K 0.13%
1,995
+142
130
$723K 0.13%
7,910
-94
131
$717K 0.13%
7,155
+433
132
$717K 0.13%
19,026
+643
133
$711K 0.13%
15,115
-6,669
134
$711K 0.13%
4,094
+238
135
$707K 0.13%
5,180
136
$703K 0.13%
1,082
+77
137
$692K 0.12%
8,964
+247
138
$683K 0.12%
+12,620
139
$683K 0.12%
4,458
+173
140
$682K 0.12%
31,503
141
$679K 0.12%
3,434
+97
142
$673K 0.12%
6,895
+2,178
143
$664K 0.12%
3,750
-3
144
$659K 0.12%
3,807
+440
145
$655K 0.12%
16,949
+60
146
$646K 0.12%
2,493
+16
147
$637K 0.11%
6,581
+331
148
$634K 0.11%
5,160
+98
149
$632K 0.11%
2,599
+99
150
$624K 0.11%
9,760
+1,429
4 5
6
7 8