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
$464M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.8M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$1.25M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$956K

Top Sells

1
+$10M
2
+$9.85M
3
+$7.46M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.83M

Sector Composition

1 Technology 6.63%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.6%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$212K 0.05%
+3,086
227
$211K 0.05%
+4,367
228
$209K 0.05%
+987
229
$206K 0.04%
+1,004
230
$204K 0.04%
2,739
231
$204K 0.04%
+1,716
232
$203K 0.04%
+920
233
$192K 0.04%
+11,305
234
$156K 0.03%
15,332
+5
235
$151K 0.03%
12,955
-195
236
$135K 0.03%
+11,068
237
$115K 0.02%
17,273
+2,870
238
$101K 0.02%
+23,676
239
$98.7K 0.02%
10,414
-1,997
240
$83.2K 0.02%
1,425
-72
241
$82.3K 0.02%
10,370
242
$76.6K 0.02%
34,810
+3,457
243
– –
-20,586
244
– –
-53,353
245
– –
-7,022
246
– –
-10,000
247
– –
-32,000
248
– –
-60,662
249
– –
-25,237
250
– –
-200,250
7 8 9
10
11