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
$258M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.57M
3
+$2.07M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.67M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.39M

Top Sells

1
+$3.71M
2
+$2.35M
3
+$812K
4
PG icon
Procter & Gamble
PG
+$722K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$436K

Sector Composition

1 Financials 8.46%
2 Consumer Staples 4.62%
3 Technology 2.83%
4 Healthcare 2.74%
5 Energy 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$62K 0.02%
326
+261
202
$62K 0.02%
415
+99
203
$62K 0.02%
938
+180
204
$62K 0.02%
103
205
$61K 0.02%
481
+285
206
$61K 0.02%
598
+129
207
$60K 0.02%
23,447
+22,488
208
$59K 0.02%
458
+271
209
$59K 0.02%
576
+261
210
$59K 0.02%
352
-556
211
$59K 0.02%
2,238
+1,191
212
$59K 0.02%
4,458
+408
213
$59K 0.02%
4,330
+1,990
214
$59K 0.02%
789
+126
215
$58K 0.02%
717
216
$58K 0.02%
2,719
+2,689
217
$58K 0.02%
4,442
218
$58K 0.02%
980
-255
219
$58K 0.02%
439
-73
220
$58K 0.02%
509
221
$57K 0.02%
391
+154
222
$57K 0.02%
594
223
$56K 0.02%
931
+193
224
$56K 0.02%
+453
225
$56K 0.02%
1,080
+10
7 8
9
10 11