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
$598M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.81M
3
+$1.51M
4
X
US Steel
X
+$682K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$648K

Top Sells

1
+$4.18M
2
+$3.89M
3
+$3.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$845K
5
AAL icon
American Airlines Group
AAL
+$708K

Sector Composition

1 Technology 13.65%
2 Financials 9.49%
3 Healthcare 5.53%
4 Consumer Staples 4.91%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$816K 0.14%
13,381
+813
127
$813K 0.14%
2,632
-10
128
$812K 0.14%
1,730
+91
129
$811K 0.14%
12,536
+148
130
$810K 0.14%
3,012
-72
131
$806K 0.13%
11,363
+173
132
$795K 0.13%
23,540
+1,538
133
$794K 0.13%
13,091
-284
134
$791K 0.13%
1,289
-3
135
$791K 0.13%
6,409
-58
136
$789K 0.13%
1,767
+45
137
$787K 0.13%
3,716
-14
138
$786K 0.13%
4,648
+153
139
$774K 0.13%
2,017
+500
140
$771K 0.13%
17,391
+3,034
141
$741K 0.12%
6,076
+188
142
$737K 0.12%
8,210
-3,752
143
$735K 0.12%
4,615
-285
144
$727K 0.12%
7,605
+345
145
$726K 0.12%
4,134
+57
146
$717K 0.12%
2,577
-23
147
$716K 0.12%
37,547
-9,165
148
$713K 0.12%
4,619
-25
149
$711K 0.12%
2,156
+1
150
$709K 0.12%
2,406
+209
4 5
6
7 8