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
276
$223K 0.04%
6,146
+6
277
$222K 0.04%
+5,644
278
$220K 0.04%
4,237
+339
279
$220K 0.04%
+50,000
280
$217K 0.04%
+2,910
281
$217K 0.04%
4,285
-1,045
282
$212K 0.04%
+1,455
283
$203K 0.04%
+3,948
284
$202K 0.04%
1,050
-230
285
$201K 0.04%
+2,540
286
$200K 0.04%
+2,295
287
$158K 0.03%
17,968
288
$153K 0.03%
16,845
+418
289
$149K 0.03%
15,849
+3,002
290
$147K 0.03%
54,535
+24,051
291
$141K 0.03%
17,099
+3,041
292
$138K 0.03%
16,024
-107
293
$129K 0.02%
54,126
+13,587
294
$122K 0.02%
10,736
+375
295
$121K 0.02%
19,107
+2,061
296
$99.8K 0.02%
24,109
+10,217
297
$96.8K 0.02%
10,003
-440
298
$63.2K 0.01%
10,370
299
$34.7K 0.01%
+10,101
300
– –
-1,035
9 10 11
12
13