LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$15.6M
3
+$4.18M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.85M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.06M

Top Sells

1
+$26.5M
2
+$15.7M
3
+$9.29M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.68M
5
PG icon
Procter & Gamble
PG
+$2.16M

Sector Composition

1 Technology 5.22%
2 Financials 4.82%
3 Consumer Staples 4.13%
4 Healthcare 2.39%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-16,041
152
– –
-10,000
153
– –
-11,425
3 4 5 6
7