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
$258M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.57M
3
+$2.07M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.67M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.39M

Top Sells

1
+$3.71M
2
+$2.35M
3
+$812K
4
PG icon
Procter & Gamble
PG
+$722K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K

Sector Composition

1 Financials 8.46%
2 Consumer Staples 4.62%
3 Technology 2.83%
4 Healthcare 2.74%
5 Energy 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$90K 0.03%
2,441
152
$89K 0.03%
910
-20
153
$88K 0.03%
1,052
+606
154
$88K 0.03%
731
+537
155
$87K 0.03%
442
+23
156
$85K 0.03%
2,129
+120
157
$85K 0.03%
905
+162
158
$85K 0.03%
8,810
+440
159
$85K 0.03%
1,202
-281
160
$84K 0.03%
1,431
+760
161
$83K 0.03%
3,326
162
$82K 0.03%
3,555
+510
163
$81K 0.03%
356
+15
164
$81K 0.03%
888
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165
$81K 0.03%
2,815
166
$80K 0.03%
2,000
167
$80K 0.03%
8,046
168
$80K 0.03%
2,855
+2,216
169
$80K 0.03%
2,368
170
$79K 0.03%
2,405
+300
171
$79K 0.03%
834
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172
$79K 0.03%
11,007
+9,270
173
$77K 0.03%
1,261
+723
174
$77K 0.03%
2,031
+566
175
$76K 0.03%
1,064
-51
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