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
$402M
AUM Growth
-$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.6M
3
+$4.97M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$2.04M

Top Sells

1
+$3.7M
2
+$3.33M
3
+$1.42M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.22M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$1.14M

Sector Composition

1 Technology 6.5%
2 Financials 5.81%
3 Consumer Staples 4.32%
4 Healthcare 4.28%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.1M 15.2%
729,775
+29,664
2
$57.5M 14.3%
819,533
-52,725
3
$45.2M 11.24%
948,692
-12,713
4
$30.5M 7.59%
300,336
+48,889
5
$15.3M 3.8%
241,215
+6,554
6
$14.4M 3.57%
244,089
+31,842
7
$11M 2.72%
76,213
-834
8
$10.1M 2.5%
317,322
-36,032
9
$9M 2.24%
174,798
+19,047
10
$8.09M 2.01%
59,145
-2,611
11
$6.23M 1.55%
+110,725
12
$6.11M 1.52%
58,397
+53,545
13
$5.13M 1.27%
19,958
-1,595
14
$3.98M 0.99%
35,361
+1,032
15
$2.82M 0.7%
7,438
-48
16
$2.51M 0.62%
14,137
+564
17
$2.47M 0.61%
15,641
+471
18
$2.42M 0.6%
42,207
+35,577
19
$2.4M 0.6%
71,351
+251
20
$2.04M 0.51%
44,410
-744
21
$1.9M 0.47%
22,224
+2,383
22
$1.88M 0.47%
3,661
+109
23
$1.85M 0.46%
17,429
-1,471
24
$1.83M 0.45%
34,883
+2,232
25
$1.77M 0.44%
21,142
+10,091
1
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