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
$489M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.35M
3
+$1.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$808K
5
CMCSA icon
Comcast
CMCSA
+$759K

Top Sells

1
+$3.46M
2
+$897K
3
+$742K
4
INTC icon
Intel
INTC
+$681K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$561K

Sector Composition

1 Technology 8.14%
2 Financials 5.41%
3 Consumer Staples 4.22%
4 Healthcare 4.1%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$270K 0.06%
1,491
-147
202
$270K 0.06%
+5,627
203
$269K 0.05%
3,987
-332
204
$261K 0.05%
1,244
-242
205
$259K 0.05%
1,680
-52
206
$258K 0.05%
1,952
-213
207
$257K 0.05%
557
-124
208
$254K 0.05%
2,739
209
$253K 0.05%
10,294
-643
210
$252K 0.05%
11,558
+82
211
$248K 0.05%
6,508
+403
212
$248K 0.05%
2,896
-175
213
$247K 0.05%
+1,090
214
$246K 0.05%
24,102
+2,538
215
$246K 0.05%
615
-42
216
$246K 0.05%
3,435
-145
217
$245K 0.05%
2,141
-45
218
$244K 0.05%
4,837
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219
$238K 0.05%
3,198
-826
220
$235K 0.05%
1,418
-14
221
$233K 0.05%
+88
222
$231K 0.05%
3,644
+147
223
$230K 0.05%
4,266
+122
224
$229K 0.05%
+747
225
$229K 0.05%
+4,310
7 8
9
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