LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$6.49M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.33M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$2.27M

Top Sells

1
+$36.8M
2
+$15M
3
+$2M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.43M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.24M

Sector Composition

1 Technology 12.39%
2 Financials 8.46%
3 Healthcare 5.39%
4 Industrials 4.98%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$397K 0.07%
4,716
-103
202
$392K 0.07%
108
+7
203
$387K 0.07%
4,114
-1,459
204
$385K 0.07%
13,520
+1,041
205
$380K 0.07%
1,312
+33
206
$376K 0.07%
22,814
+7,070
207
$375K 0.07%
+5,977
208
$374K 0.07%
6,545
-1,235
209
$372K 0.07%
2,910
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210
$370K 0.07%
2,739
211
$369K 0.07%
2,357
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212
$366K 0.07%
1,599
-86
213
$364K 0.07%
802
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214
$361K 0.06%
1,445
-374
215
$360K 0.06%
3,708
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216
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217
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218
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1,682
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219
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1,190
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220
$355K 0.06%
742
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221
$354K 0.06%
5,871
-288
222
$353K 0.06%
4,634
-149
223
$352K 0.06%
25,333
+596
224
$351K 0.06%
2,198
+72
225
$349K 0.06%
1,791
+146
7 8
9
10 11