LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$726M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.64M
3
+$2.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
NVS icon
Novartis
NVS
+$1.84M

Top Sells

1
+$3.96M
2
+$2.73M
3
+$1.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.46M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.02M

Sector Composition

1 Technology 16.04%
2 Financials 10.36%
3 Consumer Discretionary 5.5%
4 Communication Services 4.91%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$783K 0.11%
4,756
-31
177
$771K 0.11%
13,238
+4,689
178
$764K 0.11%
427
+47
179
$755K 0.1%
4,525
+439
180
$752K 0.1%
991
-85
181
$741K 0.1%
7,782
+1,532
182
$728K 0.1%
2,250
-12
183
$724K 0.1%
3,350
+350
184
$715K 0.1%
4,851
+593
185
$711K 0.1%
3,702
+1,071
186
$710K 0.1%
+3,988
187
$706K 0.1%
30,775
-3,640
188
$705K 0.1%
21,027
-7,563
189
$697K 0.1%
10,312
+324
190
$687K 0.09%
1,221
+222
191
$682K 0.09%
10,329
+2,292
192
$680K 0.09%
3,430
-519
193
$667K 0.09%
+3,980
194
$658K 0.09%
3,903
+292
195
$653K 0.09%
1,850
+447
196
$652K 0.09%
1,339
-36
197
$650K 0.09%
602
+3
198
$649K 0.09%
10,354
+927
199
$646K 0.09%
3,173
+670
200
$644K 0.09%
2,360
-128
6 7
8
9 10