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
$464M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.8M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$1.25M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$956K

Top Sells

1
+$10M
2
+$9.85M
3
+$7.46M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.83M

Sector Composition

1 Technology 6.63%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.6%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.42%
46,695
-25,018
27
$1.93M 0.42%
10,766
+1,790
28
$1.85M 0.4%
21,832
+805
29
$1.84M 0.4%
29,000
+2,613
30
$1.63M 0.35%
7,823
+1,751
31
$1.49M 0.32%
8,274
+1,239
32
$1.44M 0.31%
4,544
+651
33
$1.43M 0.31%
30,034
+3,938
34
$1.39M 0.3%
15,653
-411
35
$1.35M 0.29%
15,321
+1,944
36
$1.34M 0.29%
5,875
-5
37
$1.34M 0.29%
34,025
+10,930
38
$1.33M 0.29%
15,790
-3,403
39
$1.32M 0.28%
27,190
+6,700
40
$1.29M 0.28%
4,881
+822
41
$1.29M 0.28%
7,784
+1,020
42
$1.28M 0.28%
51,021
-40,296
43
$1.27M 0.27%
87,050
+28,210
44
$1.25M 0.27%
4,062
+667
45
$1.18M 0.26%
11,731
+1,600
46
$1.17M 0.25%
44,351
-12,182
47
$1.17M 0.25%
7,230
+1,660
48
$1.17M 0.25%
4,445
+462
49
$1.15M 0.25%
14,014
+1,909
50
$1.14M 0.25%
2,344
+361
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2
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