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
$500M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.04M
3
+$1.59M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$1.1M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$779K

Top Sells

1
+$28.7M
2
+$12.6M
3
+$3.32M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.07M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$946K

Sector Composition

1 Technology 9.74%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.27%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$248K 0.05%
3,173
+7
227
$246K 0.05%
3,296
+219
228
$245K 0.05%
3,402
-8,715
229
$244K 0.05%
+2,531
230
$240K 0.05%
2,222
+370
231
$237K 0.05%
+871
232
$236K 0.05%
12,034
+153
233
$229K 0.05%
+33,467
234
$229K 0.05%
1,499
+210
235
$227K 0.05%
+3,898
236
$226K 0.05%
2,005
+64
237
$226K 0.05%
+2,881
238
$225K 0.05%
+7,207
239
$224K 0.04%
5,327
-232
240
$224K 0.04%
+4,168
241
$221K 0.04%
518
+63
242
$219K 0.04%
301
+25
243
$212K 0.04%
488
-23
244
$210K 0.04%
1,620
-67
245
$210K 0.04%
+3,487
246
$210K 0.04%
1,280
247
$210K 0.04%
1,035
-30
248
$209K 0.04%
+916
249
$202K 0.04%
969
-4
250
$192K 0.04%
+16,536
8 9
10
11 12