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
$605M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.13M
3
+$1.66M
4
RGA icon
Reinsurance Group of America
RGA
+$828K
5
MSFT icon
Microsoft
MSFT
+$760K

Top Sells

1
+$2M
2
+$981K
3
+$880K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$814K
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$800K

Sector Composition

1 Technology 14.75%
2 Financials 9.09%
3 Consumer Discretionary 5.29%
4 Consumer Staples 4.75%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.5M 10.5%
784,774
-272
2
$27.1M 4.48%
210,612
-5,583
3
$20.2M 3.34%
673,433
+71,013
4
$20.1M 3.32%
80,182
+1,130
5
$19M 3.15%
618,931
+7,937
6
$18.2M 3%
217,454
-116
7
$17.6M 2.92%
324,266
+12,188
8
$17.6M 2.91%
357,410
-19,922
9
$14.9M 2.46%
35,355
+1,803
10
$14.7M 2.44%
293,820
+10,672
11
$13.7M 2.27%
102,137
-25
12
$13.4M 2.21%
79,849
+99
13
$12.5M 2.07%
+483,659
14
$11.9M 1.97%
193,784
-4,452
15
$9.15M 1.51%
38,183
+55
16
$8.31M 1.37%
37,881
+686
17
$7.07M 1.17%
17,498
+1,183
18
$6.68M 1.1%
75,207
-9,912
19
$6.36M 1.05%
10,870
-116
20
$5.25M 0.87%
27,711
+720
21
$5.12M 0.85%
49,531
-1,878
22
$4.89M 0.81%
25,663
+792
23
$4.79M 0.79%
68,190
-4,629
24
$4.26M 0.7%
13,476
+287
25
$4.18M 0.69%
79,337
-15,456
1
2 3 4 5