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
$278M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$11.1M
2 +$2.03M
3 +$1.58M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.57M
5
AEM icon
Agnico Eagle Mines
AEM
+$819K

Sector Composition

1 Consumer Staples 4.6%
2 Financials 4.19%
3 Technology 3.4%
4 Real Estate 0.84%
5 Energy 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$809K 0.29%
11,845
+16
27
$795K 0.29%
26,130
-9,554
28
$707K 0.25%
50,876
29
$705K 0.25%
15,790
+1,742
30
$612K 0.22%
13,122
+2,004
31
$591K 0.21%
11,126
-4,462
32
$572K 0.21%
12,780
+1,611
33
$568K 0.2%
14,198
34
$533K 0.19%
19,770
-8,737
35
$477K 0.17%
12,237
-3,441
36
$431K 0.15%
12,556
-5,635
37
$380K 0.14%
16,311
+2,047
38
$355K 0.13%
12,853
+185
39
$350K 0.13%
13,065
-5,330
40
$347K 0.12%
15,201
-1,632
41
$316K 0.11%
13,299
+752
42
$270K 0.1%
12,023
+33
43
$245K 0.09%
27,089
+142
44
$238K 0.09%
12,250
-8,892
45
$212K 0.08%
18,320
46
-10,726
47
-13,949
48
-32,842
49
-12,484
50
-13,835