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
$489M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.35M
3
+$1.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$808K
5
CMCSA icon
Comcast
CMCSA
+$759K

Top Sells

1
+$3.46M
2
+$897K
3
+$742K
4
INTC icon
Intel
INTC
+$681K
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$561K

Sector Composition

1 Technology 8.14%
2 Financials 5.41%
3 Consumer Staples 4.22%
4 Healthcare 4.1%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.5M 16.25%
878,469
+14,960
2
$46.1M 9.42%
633,600
-12,336
3
$36.6M 7.47%
731,182
-69,223
4
$28.3M 5.79%
284,486
-91
5
$18.7M 3.82%
279,967
-1,037
6
$16.5M 3.38%
244,229
-2,797
7
$16.5M 3.37%
333,884
-8,655
8
$16.1M 3.29%
255,892
-4,585
9
$15.2M 3.1%
141,046
+7,495
10
$14.1M 2.89%
398,135
-2,383
11
$11.4M 2.32%
76,347
-4,992
12
$10.8M 2.2%
65,310
+6,264
13
$7.44M 1.52%
25,808
+138
14
$7.13M 1.46%
146,861
-1,396
15
$4.97M 1.02%
38,151
-26
16
$4.44M 0.91%
21,751
-1,981
17
$4.14M 0.85%
10,062
+630
18
$3.01M 0.61%
+48,273
19
$2.64M 0.54%
24,041
-3,354
20
$2.52M 0.52%
90,840
+3,790
21
$2.18M 0.45%
14,072
-2,979
22
$2.12M 0.43%
20,564
+4,774
23
$2.11M 0.43%
46,668
-27
24
$2.05M 0.42%
9,091
+1,268
25
$2.02M 0.41%
75,846
+783
1
2 3 4 5