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
$301M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$1.69M
3
+$1.34M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$770K

Top Sells

1
+$525K
2
+$518K
3
+$474K
4
RGLD icon
Royal Gold
RGLD
+$312K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$289K

Sector Composition

1 Financials 7.3%
2 Consumer Staples 4.55%
3 Technology 2.6%
4 Healthcare 1.81%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.36%
38,452
-635
27
$1.03M 0.34%
16,456
+715
28
$1.01M 0.34%
19,680
-113
29
$1M 0.33%
7,696
-123
30
$975K 0.32%
15,453
+2,206
31
$974K 0.32%
12,019
-110
32
$953K 0.32%
41,265
+60
33
$934K 0.31%
10,760
-520
34
$921K 0.31%
3,968
+22
35
$865K 0.29%
7,018
-2,530
36
$853K 0.28%
13,076
37
$835K 0.28%
8,779
-193
38
$835K 0.28%
12,775
+9,407
39
$827K 0.27%
8,627
-6
40
$796K 0.26%
11,868
-36
41
$794K 0.26%
6,139
-33
42
$784K 0.26%
32,971
-645
43
$758K 0.25%
10,735
-683
44
$749K 0.25%
7,900
-586
45
$744K 0.25%
21,783
+5,262
46
$731K 0.24%
10,245
+5,236
47
$722K 0.24%
18,382
48
$687K 0.23%
12,624
-126
49
$686K 0.23%
2,312
+411
50
$665K 0.22%
3,866
+7
1
2
3 4 5