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
$418M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$7.35M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.84M

Top Sells

1
+$9.36M
2
+$6.39M
3
+$2.12M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$905K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$851K

Sector Composition

1 Technology 6.28%
2 Financials 5.55%
3 Healthcare 3.96%
4 Consumer Staples 3.91%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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232
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233
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234
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235
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236
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