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
$436M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$12M
3
+$4.15M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.91M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.31M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$7.23M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$6.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$281K

Sector Composition

1 Technology 7.9%
2 Financials 6.34%
3 Consumer Staples 4.42%
4 Healthcare 3.6%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.4%
3,447
+117
27
$1.62M 0.37%
3,903
+3
28
$1.59M 0.36%
25,064
+1,510
29
$1.57M 0.36%
41,836
-274
30
$1.53M 0.35%
4,559
+397
31
$1.47M 0.34%
28,555
+2,435
32
$1.42M 0.33%
24,053
+1,231
33
$1.38M 0.32%
3,906
+174
34
$1.25M 0.29%
5,800
+73
35
$1.25M 0.29%
5,745
+810
36
$1.24M 0.28%
20,233
+1,287
37
$1.23M 0.28%
11,407
-1,486
38
$1.23M 0.28%
23,598
+1,750
39
$1.15M 0.26%
19,555
+24
40
$1.12M 0.26%
5,962
+379
41
$1.11M 0.25%
10,000
-164
42
$1.1M 0.25%
9,401
+846
43
$1.09M 0.25%
31,227
+13,290
44
$1.07M 0.24%
6,138
+318
45
$1.03M 0.24%
13,486
+984
46
$1.03M 0.24%
18,220
+85
47
$1.03M 0.24%
23,197
+337
48
$1M 0.23%
3,351
+145
49
$998K 0.23%
4,654
+376
50
$928K 0.21%
3,460
+141
1
2
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