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
$402M
AUM Growth
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.6M
3
+$4.97M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$2.04M

Top Sells

1
+$3.7M
2
+$3.33M
3
+$1.42M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.22M
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$1.14M

Sector Composition

1 Technology 6.5%
2 Financials 5.81%
3 Consumer Staples 4.32%
4 Healthcare 4.28%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$298K 0.07%
1,730
+384
152
$296K 0.07%
16,930
+7,130
153
$295K 0.07%
14,696
154
$286K 0.07%
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155
$284K 0.07%
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156
$282K 0.07%
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157
$279K 0.07%
3,798
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158
$278K 0.07%
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159
$278K 0.07%
582
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160
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2,433
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161
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4,467
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162
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563
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163
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10,390
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164
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729
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165
$265K 0.07%
2,864
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166
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167
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168
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169
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8,872
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170
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425
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171
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172
$253K 0.06%
4,642
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173
$252K 0.06%
523
+3
174
$249K 0.06%
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175
$249K 0.06%
2,572
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7
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