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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Sells

1 +$479K
2 +$369K
3 +$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

Sector Composition

1 Financials 9.26%
2 Consumer Staples 3.85%
3 Technology 3.07%
4 Healthcare 2.97%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
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209
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$43K 0.02%
492
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$43K 0.02%
987
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254
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256
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257
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258
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259
$41K 0.02%
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260
$41K 0.02%
271
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$40K 0.02%
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$40K 0.02%
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263
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1,305
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$40K 0.02%
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915
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$39K 0.02%
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$39K 0.02%
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$39K 0.02%
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$37K 0.01%
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$37K 0.01%
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$37K 0.01%
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$37K 0.01%
246
275
$37K 0.01%
653