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
176
$579K 0.1%
2,523
-186
177
$577K 0.1%
+62,674
178
$574K 0.09%
7,260
+270
179
$566K 0.09%
6,383
+156
180
$565K 0.09%
4,127
+100
181
$563K 0.09%
17,937
-1,271
182
$551K 0.09%
111
-1
183
$540K 0.09%
13,716
184
$539K 0.09%
33,125
+112
185
$535K 0.09%
13,959
+585
186
$526K 0.09%
3,923
+88
187
$519K 0.09%
728
-166
188
$510K 0.08%
4,229
+277
189
$504K 0.08%
2,184
-144
190
$502K 0.08%
3,652
-230
191
$501K 0.08%
9,310
+1,966
192
$500K 0.08%
2,264
-76
193
$497K 0.08%
4,057
+411
194
$496K 0.08%
3,554
-636
195
$494K 0.08%
2,627
+25
196
$492K 0.08%
2,317
+3
197
$492K 0.08%
8,038
+1,534
198
$491K 0.08%
6,638
+2,281
199
$475K 0.08%
5,320
+1,343
200
$471K 0.08%
47,609
-1,348
6 7
8
9 10