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
$521M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.45M
3
+$3.29M
4
TFC icon
Truist Financial
TFC
+$2.59M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.45M

Top Sells

1
+$43M
2
+$15M
3
+$2.14M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.14M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.03M

Sector Composition

1 Technology 11.91%
2 Financials 7.74%
3 Healthcare 5.15%
4 Industrials 4.7%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$310K 0.06%
2,544
+139
227
$306K 0.06%
3,398
+225
228
$301K 0.06%
+5,068
229
$301K 0.06%
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230
$301K 0.06%
1,679
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231
$299K 0.06%
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+241
232
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+20,000
233
$296K 0.06%
2,038
-891
234
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1,012
-135
235
$294K 0.06%
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236
$292K 0.06%
12,304
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237
$288K 0.06%
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238
$283K 0.05%
1,663
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239
$283K 0.05%
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240
$282K 0.05%
2,126
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241
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4,350
-9,553
242
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243
$273K 0.05%
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245
$271K 0.05%
5,285
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246
$270K 0.05%
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247
$265K 0.05%
5,081
-1,554
248
$261K 0.05%
10,234
-52
249
$259K 0.05%
+3,885
250
$259K 0.05%
+1,061
8 9
10
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