LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.81M
3
+$1.51M
4
X
US Steel
X
+$682K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$648K

Top Sells

1
+$4.18M
2
+$3.89M
3
+$3.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$845K
5
AAL icon
American Airlines Group
AAL
+$708K

Sector Composition

1 Technology 13.65%
2 Financials 9.49%
3 Healthcare 5.53%
4 Consumer Staples 4.91%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.2M 10.73%
803,661
+18,887
2
$28M 4.69%
859,866
+186,433
3
$24.9M 4.16%
203,683
-6,929
4
$19M 3.18%
640,754
+21,823
5
$18.3M 3.07%
82,543
+2,361
6
$17.9M 2.99%
217,300
-154
7
$16.9M 2.83%
329,520
+5,254
8
$15.6M 2.61%
355,696
-1,714
9
$15.2M 2.55%
304,871
+11,051
10
$14.5M 2.43%
552,163
+68,504
11
$13.6M 2.28%
79,980
+131
12
$12.9M 2.15%
34,238
-1,117
13
$11.6M 1.93%
187,094
-6,690
14
$11M 1.85%
101,845
-292
15
$9.31M 1.56%
37,958
-225
16
$7.41M 1.24%
38,964
+1,083
17
$6.5M 1.09%
11,282
+412
18
$4.91M 0.82%
64,936
-3,254
19
$4.76M 0.8%
13,585
+109
20
$4.24M 0.71%
27,444
-267
21
$4.21M 0.7%
45,352
-4,179
22
$4.2M 0.7%
15,298
+2,129
23
$4.09M 0.68%
15,779
-1,719
24
$3.92M 0.66%
25,120
-543
25
$3.89M 0.65%
41,690
+150
1
2 3 4 5