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
$489M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.35M
3
+$1.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$808K
5
CMCSA icon
Comcast
CMCSA
+$759K

Top Sells

1
+$3.46M
2
+$897K
3
+$742K
4
INTC icon
Intel
INTC
+$681K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$561K

Sector Composition

1 Technology 8.14%
2 Financials 5.41%
3 Consumer Staples 4.22%
4 Healthcare 4.1%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$405K 0.08%
981
+19
152
$404K 0.08%
16,808
+203
153
$401K 0.08%
24,353
+861
154
$399K 0.08%
1,993
+50
155
$391K 0.08%
+3,985
156
$390K 0.08%
11,425
+3,729
157
$390K 0.08%
7,898
+360
158
$386K 0.08%
3,794
+205
159
$377K 0.08%
20,795
+4,245
160
$374K 0.08%
455
+42
161
$373K 0.08%
6,585
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162
$372K 0.08%
1,787
-166
163
$364K 0.07%
5,201
-1,905
164
$363K 0.07%
1,052
+104
165
$361K 0.07%
32,263
+366
166
$358K 0.07%
1,843
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$353K 0.07%
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168
$348K 0.07%
2,172
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169
$342K 0.07%
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170
$338K 0.07%
3,052
-40
171
$334K 0.07%
2,023
+247
172
$333K 0.07%
723
+71
173
$331K 0.07%
1,049
+22
174
$331K 0.07%
1,955
+86
175
$328K 0.07%
1,710
+241
5 6
7
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