LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
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
BSX icon
176
Boston Scientific
BSX
$147B
$563K 0.09%
5,576
+256
NULV icon
177
Nuveen ESG Large-Cap Value ETF
NULV
$1.82B
$562K 0.09%
13,880
+164
D icon
178
Dominion Energy
D
$51.7B
$551K 0.09%
9,824
+514
KR icon
179
Kroger
KR
$45.7B
$551K 0.09%
8,137
+99
PYPL icon
180
PayPal
PYPL
$64.4B
$550K 0.09%
8,422
+424
AFG icon
181
American Financial Group
AFG
$10.9B
$541K 0.09%
4,119
-8
BKNG icon
182
Booking.com
BKNG
$164B
$539K 0.09%
117
+6
RGA icon
183
Reinsurance Group of America
RGA
$12.4B
$538K 0.09%
2,731
-1,146
AMD icon
184
Advanced Micro Devices
AMD
$378B
$535K 0.09%
5,212
+210
EOG icon
185
EOG Resources
EOG
$58B
$534K 0.09%
4,161
+104
HRL icon
186
Hormel Foods
HRL
$13.2B
$524K 0.09%
16,926
-1,011
MPC icon
187
Marathon Petroleum
MPC
$56.1B
$523K 0.09%
3,592
+38
UBER icon
188
Uber
UBER
$192B
$521K 0.09%
+7,149
CLX icon
189
Clorox
CLX
$14.6B
$515K 0.09%
3,500
-100
CNP icon
190
CenterPoint Energy
CNP
$25.9B
$510K 0.09%
14,082
+183
F icon
191
Ford
F
$47.4B
$508K 0.09%
50,690
+3,081
AEM icon
192
Agnico Eagle Mines
AEM
$87.7B
$505K 0.08%
4,657
-743
HBAN icon
193
Huntington Bancshares
HBAN
$22.6B
$503K 0.08%
33,514
+389
SO icon
194
Southern Company
SO
$108B
$499K 0.08%
5,425
+394
BN icon
195
Brookfield
BN
$99.8B
$496K 0.08%
9,460
+154
PLD icon
196
Prologis
PLD
$115B
$495K 0.08%
4,430
+433
FI icon
197
Fiserv
FI
$66.1B
$494K 0.08%
2,237
+237
HII icon
198
Huntington Ingalls Industries
HII
$11B
$493K 0.08%
2,415
+100
ING icon
199
ING
ING
$70.2B
$490K 0.08%
24,987
+2,297
INGR icon
200
Ingredion
INGR
$7.79B
$477K 0.08%
3,531
-121
6 7
8
9 10