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
$316M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$985K
3
+$584K
4
B
Barrick Mining
B
+$517K
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$506K

Top Sells

1
+$865K
2
+$743K
3
+$483K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$352K
5
ISCB icon
iShares Morningstar Small-Cap ETF
ISCB
+$313K

Sector Composition

1 Financials 7.55%
2 Consumer Staples 4.45%
3 Technology 2.93%
4 Healthcare 2.05%
5 Energy 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.36%
44,895
27
$1.13M 0.36%
15,223
-230
28
$1.12M 0.35%
7,719
+23
29
$1.11M 0.35%
18,578
-1,102
30
$1.03M 0.33%
11,160
+400
31
$995K 0.31%
41,262
-3
32
$993K 0.31%
13,927
+1,152
33
$988K 0.31%
11,928
-91
34
$954K 0.3%
11,624
+2,845
35
$953K 0.3%
6,531
+392
36
$937K 0.3%
4,291
+323
37
$935K 0.3%
15,175
+3,395
38
$893K 0.28%
12,861
-215
39
$878K 0.28%
21,842
+59
40
$784K 0.25%
8,591
-36
41
$764K 0.24%
10,404
+2,365
42
$745K 0.24%
3,964
+98
43
$738K 0.23%
18,382
44
$730K 0.23%
10,458
-277
45
$727K 0.23%
10,800
-1,068
46
$725K 0.23%
10,840
-20
47
$719K 0.23%
32,971
48
$694K 0.22%
4,096
+87
49
$692K 0.22%
2,149
-163
50
$677K 0.21%
12,237
-387
1
2
3 4 5