LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
1-Year Return
17.88%
This Quarter Return
+4.68%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$244M
AUM Growth
–
Cap. Flow
+$244M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.59%
Holding
889
New
886
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$86.8M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$29.4M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$14M |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$13.2M |
| 5 |
Procter & Gamble
PG
|
+$7.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.45% |
| 2 | Consumer Staples | 4.64% |
| 3 | Technology | 3.08% |
| 4 | Industrials | 2.86% |
| 5 | Healthcare | 2.8% |
