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
$598M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.81M
3
+$1.51M
4
X
US Steel
X
+$682K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$648K

Top Sells

1
+$4.18M
2
+$3.89M
3
+$3.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$845K
5
AAL icon
American Airlines Group
AAL
+$708K

Sector Composition

1 Technology 13.65%
2 Financials 9.49%
3 Healthcare 5.53%
4 Consumer Staples 4.91%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$476K 0.08%
2,663
+36
202
$471K 0.08%
6,068
-127
203
$467K 0.08%
1,002
+140
204
$466K 0.08%
2,268
+84
205
$466K 0.08%
11,519
-29
206
$461K 0.08%
4,087
-142
207
$461K 0.08%
5,111
-337
208
$461K 0.08%
1,400
+39
209
$459K 0.08%
+13,149
210
$459K 0.08%
6,316
+1,276
211
$455K 0.08%
2,967
+180
212
$452K 0.08%
7,742
-1,694
213
$447K 0.07%
658
+110
214
$446K 0.07%
15,113
+3,893
215
$446K 0.07%
1,199
+100
216
$434K 0.07%
7,952
-3,523
217
$434K 0.07%
6,124
+442
218
$431K 0.07%
7,181
+156
219
$426K 0.07%
993
+74
220
$425K 0.07%
4,880
-146
221
$423K 0.07%
1,210
+15
222
$421K 0.07%
62,674
223
$421K 0.07%
1,250
+31
224
$419K 0.07%
6,175
+342
225
$416K 0.07%
4,936
-163
7 8
9
10 11