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
$598M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.81M
3
+$1.51M
4
X
US Steel
X
+$682K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$648K

Top Sells

1
+$4.18M
2
+$3.89M
3
+$3.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$845K
5
AAL icon
American Airlines Group
AAL
+$708K

Sector Composition

1 Technology 13.65%
2 Financials 9.49%
3 Healthcare 5.53%
4 Consumer Staples 4.91%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$701K 0.12%
6,006
-352
152
$691K 0.12%
2,543
+30
153
$682K 0.11%
7,449
-117
154
$682K 0.11%
+16,132
155
$677K 0.11%
1,333
+19
156
$673K 0.11%
3,684
-146
157
$655K 0.11%
4,163
+240
158
$646K 0.11%
4,455
+255
159
$643K 0.11%
2,106
+51
160
$640K 0.11%
1,053
+19
161
$639K 0.11%
6,237
-207
162
$635K 0.11%
671
-35
163
$631K 0.11%
2,365
+101
164
$629K 0.11%
992
+264
165
$626K 0.1%
38,051
166
$617K 0.1%
+14,245
167
$612K 0.1%
5,830
-1,996
168
$610K 0.1%
4,800
169
$594K 0.1%
9,892
-2
170
$591K 0.1%
6,435
-567
171
$589K 0.1%
14,241
+1,569
172
$572K 0.1%
7,311
+673
173
$572K 0.1%
2,343
+26
174
$571K 0.1%
3,182
+571
175
$566K 0.09%
6,424
-155
5 6
7
8 9