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
$402M
AUM Growth
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.6M
3
+$4.97M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$2.04M

Top Sells

1
+$3.7M
2
+$3.33M
3
+$1.42M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.22M
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$1.14M

Sector Composition

1 Technology 6.5%
2 Financials 5.81%
3 Consumer Staples 4.32%
4 Healthcare 4.28%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$246K 0.06%
416
+2
177
$244K 0.06%
10,000
178
$244K 0.06%
6,240
-1,131
179
$243K 0.06%
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180
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181
$242K 0.06%
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182
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183
$237K 0.06%
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185
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186
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187
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189
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190
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191
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195
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196
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197
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198
$219K 0.05%
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199
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200
$217K 0.05%
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8
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