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
176
$563K 0.09%
5,576
+256
177
$562K 0.09%
13,880
+164
178
$551K 0.09%
9,824
+514
179
$551K 0.09%
8,137
+99
180
$550K 0.09%
8,422
+424
181
$541K 0.09%
4,119
-8
182
$539K 0.09%
117
+6
183
$538K 0.09%
2,731
-1,146
184
$535K 0.09%
5,212
+210
185
$534K 0.09%
4,161
+104
186
$524K 0.09%
16,926
-1,011
187
$523K 0.09%
3,592
+38
188
$521K 0.09%
+7,149
189
$515K 0.09%
3,500
-100
190
$510K 0.09%
14,082
+183
191
$508K 0.09%
50,690
+3,081
192
$505K 0.08%
4,657
-743
193
$503K 0.08%
33,514
+389
194
$499K 0.08%
5,425
+394
195
$496K 0.08%
14,190
+231
196
$495K 0.08%
4,430
+433
197
$494K 0.08%
2,237
+237
198
$493K 0.08%
2,415
+100
199
$490K 0.08%
24,987
+2,297
200
$477K 0.08%
3,531
-121
6 7
8
9 10