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
$605M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.13M
3
+$1.66M
4
RGA icon
Reinsurance Group of America
RGA
+$828K
5
MSFT icon
Microsoft
MSFT
+$760K

Top Sells

1
+$2M
2
+$981K
3
+$880K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$814K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$800K

Sector Composition

1 Technology 14.75%
2 Financials 9.09%
3 Consumer Discretionary 5.29%
4 Consumer Staples 4.75%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$683K 0.11%
7,998
-698
152
$678K 0.11%
4,495
-181
153
$676K 0.11%
2,055
+58
154
$675K 0.11%
12,388
-2,333
155
$675K 0.11%
1,517
-547
156
$673K 0.11%
+6,950
157
$671K 0.11%
3,830
-263
158
$669K 0.11%
4,800
159
$666K 0.11%
6,444
-231
160
$658K 0.11%
1,034
+89
161
$655K 0.11%
1,314
+79
162
$651K 0.11%
4,644
-274
163
$650K 0.11%
22,002
+5,797
164
$637K 0.11%
2,197
+174
165
$634K 0.1%
5,888
-26
166
$624K 0.1%
5,448
-195
167
$623K 0.1%
2,573
-16
168
$609K 0.1%
14,357
+3,288
169
$604K 0.1%
5,002
-752
170
$601K 0.1%
6,579
-542
171
$588K 0.1%
9,436
-2,760
172
$585K 0.1%
3,600
-888
173
$584K 0.1%
2,600
+28
174
$582K 0.1%
9,894
+1,402
175
$581K 0.1%
161,076
-50,955
5 6
7
8 9