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
$354M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$16.4M
3
+$4.19M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.13M

Top Sells

1
+$27.4M
2
+$16.5M
3
+$9.68M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.04M
5
PG icon
Procter & Gamble
PG
+$2.15M

Sector Composition

1 Technology 5.22%
2 Financials 4.82%
3 Consumer Staples 4.13%
4 Healthcare 2.39%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.1M 23.76%
1,238,301
-402,981
2
$68M 19.23%
788,906
+333,062
3
$35.5M 10.04%
792,602
+365,955
4
$23.2M 6.56%
316,087
-131,805
5
$13.5M 3.82%
195,767
+16,348
6
$12.8M 3.63%
307,850
+100,472
7
$10.8M 3.06%
77,795
-15,457
8
$8.61M 2.43%
205,879
+44,778
9
$7.04M 1.99%
53,009
+339
10
$7.03M 1.99%
111,476
+9,020
11
$4.34M 1.23%
34,144
+547
12
$3.45M 0.98%
15,515
-136
13
$2.61M 0.74%
17,529
+95
14
$2.58M 0.73%
85,905
-18,179
15
$2.23M 0.63%
5,944
+308
16
$2.13M 0.6%
13,080
+1,120
17
$1.96M 0.55%
42,113
-14,189
18
$1.75M 0.49%
63,302
+431
19
$1.59M 0.45%
26,109
-269,565
20
$1.59M 0.45%
33,349
-8,435
21
$1.49M 0.42%
9,438
+179
22
$1.4M 0.39%
30,380
-1,790
23
$1.23M 0.35%
40,743
-3
24
$1.15M 0.33%
13,418
+751
25
$1.13M 0.32%
5,166
+433
1
2 3 4 5