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
$535M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$18.6M
3
+$13.9M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$9.99M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.57M

Top Sells

1
+$25.6M
2
+$19.6M
3
+$13.1M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$11.9M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.99M

Sector Composition

1 Technology 8.98%
2 Financials 5.3%
3 Healthcare 4.1%
4 Consumer Staples 4.05%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.46%
9,428
+1,484
27
$2.27M 0.42%
19,661
+1,442
28
$2.26M 0.42%
18,849
+1,947
29
$2.23M 0.42%
9,378
+287
30
$2.15M 0.4%
4,475
+618
31
$2.1M 0.39%
17,394
+488
32
$2.05M 0.38%
78,366
+2,520
33
$2M 0.37%
43,229
-3,439
34
$1.9M 0.36%
31,623
+1,955
35
$1.88M 0.35%
14,931
+281
36
$1.83M 0.34%
5,892
+1,757
37
$1.8M 0.34%
6,234
+3
38
$1.74M 0.32%
11,053
-685
39
$1.74M 0.32%
33,230
+3,135
40
$1.73M 0.32%
33,469
+1,017
41
$1.66M 0.31%
50,194
+1,160
42
$1.64M 0.31%
16,804
-172
43
$1.63M 0.31%
13,712
+699
44
$1.63M 0.3%
39,207
+2,475
45
$1.6M 0.3%
4,702
+329
46
$1.59M 0.3%
8,580
+295
47
$1.57M 0.29%
+28,565
48
$1.55M 0.29%
8,590
+414
49
$1.41M 0.26%
3,196
+115
50
$1.37M 0.26%
3,488
+152
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