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
$270M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.71M
3
+$5.25M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$4.81M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.02M

Top Sells

1
+$6.63M
2
+$3.82M
3
+$3.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.06M

Sector Composition

1 Financials 4.6%
2 Consumer Staples 4.6%
3 Technology 3.05%
4 Materials 1.03%
5 Real Estate 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$819K 0.3%
13,949
-1,226
27
$787K 0.29%
21,615
+8,632
28
$782K 0.29%
50,876
+5,981
29
$762K 0.28%
13,470
+609
30
$754K 0.28%
+15,894
31
$749K 0.28%
11,829
-8,104
32
$733K 0.27%
15,588
+5,498
33
$733K 0.27%
28,507
+698
34
$645K 0.24%
14,048
+1,811
35
$631K 0.23%
18,191
-4,175
36
$594K 0.22%
32,842
-5,490
37
$590K 0.22%
15,678
+7,529
38
$585K 0.22%
12,484
-15,028
39
$520K 0.19%
14,198
+2,309
40
$519K 0.19%
11,169
+711
41
$482K 0.18%
18,395
-3,988
42
$471K 0.17%
11,118
+2,687
43
$470K 0.17%
13,835
-665
44
$396K 0.15%
21,142
+44
45
$387K 0.14%
16,833
+2,894
46
$382K 0.14%
+12,856
47
$352K 0.13%
18,771
+4,430
48
$343K 0.13%
+10,726
49
$339K 0.13%
14,264
-37
50
$338K 0.13%
12,668
+2,350
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