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
$605M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.13M
3
+$1.66M
4
RGA icon
Reinsurance Group of America
RGA
+$828K
5
MSFT icon
Microsoft
MSFT
+$760K

Top Sells

1
+$2M
2
+$981K
3
+$880K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$814K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$800K

Sector Composition

1 Technology 14.75%
2 Financials 9.09%
3 Consumer Discretionary 5.29%
4 Consumer Staples 4.75%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$466K 0.08%
2,611
+387
202
$463K 0.08%
7,073
-2,740
203
$463K 0.08%
6,195
-4,172
204
$460K 0.08%
12,672
+1,132
205
$459K 0.08%
11,548
-138
206
$458K 0.08%
5,087
+29
207
$452K 0.07%
1,620
+78
208
$450K 0.07%
1,219
-74
209
$446K 0.07%
919
-59
210
$444K 0.07%
4,108
-2,968
211
$441K 0.07%
13,899
-187
212
$441K 0.07%
7,310
+840
213
$437K 0.07%
2,315
-424
214
$437K 0.07%
2,739
215
$436K 0.07%
2,530
+45
216
$424K 0.07%
5,287
+1,544
217
$423K 0.07%
3,997
-373
218
$422K 0.07%
5,400
+302
219
$420K 0.07%
+780
220
$417K 0.07%
4,716
221
$417K 0.07%
15,258
222
$415K 0.07%
8,500
+3,899
223
$414K 0.07%
5,031
-1
224
$414K 0.07%
1,378
-54
225
$411K 0.07%
2,000
-173
7 8
9
10 11