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
$328M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.88M
3
+$1.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M
5
HD icon
Home Depot
HD
+$1.03M

Top Sells

1
+$2.08M
2
+$1.52M
3
+$1.11M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$964K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$486K

Sector Composition

1 Consumer Staples 5.04%
2 Technology 4.64%
3 Financials 4.45%
4 Healthcare 2.41%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.31%
19,319
+1,533
27
$965K 0.29%
12,667
-132
28
$946K 0.29%
+4,733
29
$903K 0.28%
+2,897
30
$892K 0.27%
25,621
-1,710
31
$886K 0.27%
+10,648
32
$842K 0.26%
17,054
+1,264
33
$839K 0.26%
13,174
-296
34
$800K 0.24%
+4,090
35
$781K 0.24%
11,123
-722
36
$776K 0.24%
+2,963
37
$755K 0.23%
+2,253
38
$742K 0.23%
+3,484
39
$730K 0.22%
+9,960
40
$712K 0.22%
+5,138
41
$711K 0.22%
+8,977
42
$705K 0.22%
+9,600
43
$705K 0.22%
+11,858
44
$703K 0.21%
+5,599
45
$702K 0.21%
+15,048
46
$693K 0.21%
+4,710
47
$648K 0.2%
+2,548
48
$626K 0.19%
14,198
49
$612K 0.19%
15,531
+2,409
50
$578K 0.18%
+6,287
1
2
3 4 5