LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$6.49M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.33M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$2.27M

Top Sells

1
+$36.8M
2
+$15M
3
+$2M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.43M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.24M

Sector Composition

1 Technology 12.39%
2 Financials 8.46%
3 Healthcare 5.39%
4 Industrials 4.98%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$619K 0.11%
6,751
-103
152
$618K 0.11%
40,283
-2
153
$616K 0.11%
11,278
+3,090
154
$616K 0.11%
3,000
+197
155
$616K 0.11%
4,625
-72
156
$614K 0.11%
2,458
+81
157
$613K 0.11%
15,570
+343
158
$608K 0.11%
20,857
+73
159
$594K 0.11%
779
+15
160
$591K 0.11%
8,722
+444
161
$585K 0.1%
7,206
+393
162
$582K 0.1%
43,852
+491
163
$582K 0.1%
1,418
+143
164
$579K 0.1%
2,267
+123
165
$571K 0.1%
32,448
+5,528
166
$570K 0.1%
997
167
$569K 0.1%
16,304
+4,926
168
$563K 0.1%
4,800
169
$562K 0.1%
2,466
+124
170
$555K 0.1%
423,927
+150,000
171
$555K 0.1%
5,894
+72
172
$552K 0.1%
4,238
+197
173
$551K 0.1%
1,320
+22
174
$551K 0.1%
7,320
+165
175
$540K 0.1%
648
-22
5 6
7
8 9