LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$726M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.64M
3
+$2.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
NVS icon
Novartis
NVS
+$1.84M

Top Sells

1
+$3.96M
2
+$2.73M
3
+$1.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.46M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.02M

Sector Composition

1 Technology 16.04%
2 Financials 10.36%
3 Consumer Discretionary 5.5%
4 Communication Services 4.91%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$882K 0.12%
7,600
+700
152
$881K 0.12%
50,000
153
$875K 0.12%
3,238
-20
154
$870K 0.12%
3,082
+309
155
$869K 0.12%
40,871
-247
156
$863K 0.12%
3,931
-422
157
$861K 0.12%
11,466
+1,813
158
$860K 0.12%
8,774
+388
159
$852K 0.12%
+16,050
160
$846K 0.12%
11,204
-501
161
$844K 0.12%
7,749
-1,303
162
$833K 0.11%
7,428
-267
163
$833K 0.11%
3,246
+182
164
$829K 0.11%
7,685
+70
165
$820K 0.11%
703
-185
166
$815K 0.11%
+4,557
167
$814K 0.11%
3,296
-1,917
168
$813K 0.11%
31,922
+1,204
169
$811K 0.11%
9,173
+256
170
$811K 0.11%
5,148
-516
171
$809K 0.11%
+12,261
172
$809K 0.11%
20,629
+1,809
173
$800K 0.11%
2,476
+203
174
$797K 0.11%
2,338
+104
175
$793K 0.11%
+23,025
5 6
7
8 9