LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.88M
3
+$2.86M
4
GD icon
General Dynamics
GD
+$338K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$324K

Top Sells

1
+$12.8M
2
+$8.15M
3
+$2.18M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.59M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.04M

Sector Composition

1 Financials 5.98%
2 Technology 5.61%
3 Consumer Staples 4.02%
4 Industrials 2.72%
5 Healthcare 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.32%
5,464
+298
27
$1.15M 0.32%
19,720
-13,629
28
$1.15M 0.31%
11,100
+1,420
29
$1.12M 0.31%
4,849
+46
30
$1.09M 0.3%
14,309
-25
31
$1.05M 0.29%
10,140
+860
32
$1.04M 0.29%
2,624
+148
33
$1.02M 0.28%
19,382
+1,584
34
$1.01M 0.28%
3,433
+221
35
$981K 0.27%
17,575
+1,906
36
$979K 0.27%
27,026
+4,616
37
$968K 0.27%
18,729
+1,224
38
$932K 0.26%
3,929
-96
39
$890K 0.24%
10,428
-252
40
$886K 0.24%
4,688
+717
41
$842K 0.23%
11,446
+2,756
42
$825K 0.23%
6,210
+483
43
$812K 0.22%
13,970
+1,411
44
$766K 0.21%
3,077
+407
45
$754K 0.21%
14,127
46
$745K 0.2%
2,093
+335
47
$718K 0.2%
6,848
+1,148
48
$709K 0.19%
3,845
+425
49
$691K 0.19%
2,705
-349
50
$674K 0.18%
14,889
-135
1
2
3 4 5