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
251
$259K 0.05%
+6,982
252
$258K 0.05%
3,347
+51
253
$256K 0.05%
+1,886
254
$255K 0.05%
+4,570
255
$254K 0.05%
1,645
-422
256
$252K 0.05%
312
+11
257
$249K 0.05%
+3,226
258
$248K 0.05%
+3,208
259
$247K 0.05%
+6,865
260
$246K 0.05%
3,878
+391
261
$245K 0.05%
+1,868
262
$243K 0.05%
+1,876
263
$237K 0.05%
+857
264
$236K 0.05%
15,744
+2,715
265
$235K 0.05%
+1,091
266
$235K 0.05%
+8,344
267
$235K 0.05%
+1,829
268
$234K 0.04%
+10,793
269
$232K 0.04%
5,751
+424
270
$231K 0.04%
500
+12
271
$227K 0.04%
+989
272
$227K 0.04%
+758
273
$226K 0.04%
+4,950
274
$225K 0.04%
+3,666
275
$224K 0.04%
+3,873
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