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
$605M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.13M
3
+$1.66M
4
RGA icon
Reinsurance Group of America
RGA
+$828K
5
MSFT icon
Microsoft
MSFT
+$760K

Top Sells

1
+$2M
2
+$981K
3
+$880K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$814K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$800K

Sector Composition

1 Technology 14.75%
2 Financials 9.09%
3 Consumer Discretionary 5.29%
4 Consumer Staples 4.75%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$809K 0.13%
11,475
+344
127
$802K 0.13%
11,190
+456
128
$799K 0.13%
6,358
+379
129
$792K 0.13%
7,002
-351
130
$783K 0.13%
13,375
-19
131
$782K 0.13%
2,155
+122
132
$776K 0.13%
7,826
+858
133
$776K 0.13%
1,853
+2
134
$767K 0.13%
14,357
+1,567
135
$765K 0.13%
4,077
+235
136
$764K 0.13%
14,544
+263
137
$756K 0.13%
3,924
-48
138
$753K 0.12%
5,659
+33
139
$745K 0.12%
7,566
-786
140
$737K 0.12%
6,467
-439
141
$734K 0.12%
36,595
+14
142
$723K 0.12%
2,618
-36
143
$723K 0.12%
706
+48
144
$720K 0.12%
2,924
+769
145
$713K 0.12%
38,051
+6,548
146
$711K 0.12%
12,568
+2,511
147
$708K 0.12%
40,591
+470
148
$694K 0.11%
1,639
+207
149
$684K 0.11%
30,032
+7,172
150
$683K 0.11%
4,200
+191
4 5
6
7 8