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
$558M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$6.49M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.33M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$2.27M

Top Sells

1
+$36.8M
2
+$15M
3
+$2M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.43M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.24M

Sector Composition

1 Technology 12.39%
2 Financials 8.46%
3 Healthcare 5.39%
4 Industrials 4.98%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.3M 10.98%
804,774
+85,158
2
$25.8M 4.62%
223,593
-10,776
3
$21.8M 3.9%
397,313
+30,721
4
$19.4M 3.48%
499,382
+58,372
5
$18.9M 3.39%
460,330
-48,710
6
$18.2M 3.27%
594,369
+43,716
7
$15.1M 2.7%
+281,223
8
$14.3M 2.57%
+189,440
9
$14M 2.51%
33,316
+1,722
10
$13M 2.32%
255,265
+45,865
11
$12.6M 2.27%
73,734
-1,473
12
$12.2M 2.19%
75,331
-2,314
13
$12M 2.14%
143,108
-440,661
14
$11.9M 2.13%
204,348
-11,716
15
$8.79M 1.58%
97,300
-8,850
16
$7.95M 1.43%
39,714
-1,463
17
$6.39M 1.15%
12,161
+42
18
$6.2M 1.11%
34,383
+2,482
19
$5.52M 0.99%
74,355
-3,112
20
$4.96M 0.89%
10,206
-512
21
$4.85M 0.87%
55,928
-4,527
22
$3.91M 0.7%
25,895
+1,755
23
$3.77M 0.67%
24,741
+1,261
24
$3.73M 0.67%
14,336
-1,337
25
$3.7M 0.66%
64,278
-2,181
1
2 3 4 5