LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$5.98M
2
+$1.79M
3
+$1.55M
4
EXAS
Exact Sciences
EXAS
+$721K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$668K

Top Sells

1
+$4.18M
2
+$3.83M
3
+$3.77M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$893K
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
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180
$550K 0.09%
8,422
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181
$541K 0.09%
4,119
-8
182
$539K 0.09%
2,925
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183
$538K 0.09%
2,731
-1,146
184
$535K 0.09%
5,212
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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
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191
$508K 0.09%
50,690
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192
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193
$503K 0.08%
33,514
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194
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5,425
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195
$496K 0.08%
14,190
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196
$495K 0.08%
4,430
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197
$494K 0.08%
2,237
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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