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
$521M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.45M
3
+$3.29M
4
TFC icon
Truist Financial
TFC
+$2.59M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.45M

Top Sells

1
+$43M
2
+$15M
3
+$2.14M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.14M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.03M

Sector Composition

1 Technology 11.91%
2 Financials 7.74%
3 Healthcare 5.15%
4 Industrials 4.7%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 0.63%
+129,878
27
$3.25M 0.62%
87,913
+70,039
28
$3.15M 0.6%
91,262
+13,165
29
$3.03M 0.58%
11,624
+886
30
$2.98M 0.57%
11,998
+510
31
$2.77M 0.53%
5,268
+290
32
$2.59M 0.5%
7,486
+1,000
33
$2.53M 0.49%
25,257
-763
34
$2.49M 0.48%
44,880
+5,020
35
$2.45M 0.47%
+53,145
36
$2.44M 0.47%
15,541
-1,625
37
$2.37M 0.46%
15,328
+272
38
$2.35M 0.45%
21,538
+665
39
$2.15M 0.41%
44,979
+3,108
40
$2.03M 0.39%
34,459
+4,409
41
$2M 0.38%
5,605
+283
42
$1.99M 0.38%
45,341
+2,456
43
$1.9M 0.36%
7,285
+767
44
$1.9M 0.36%
6,563
-59
45
$1.89M 0.36%
+36,926
46
$1.85M 0.35%
3,793
+284
47
$1.78M 0.34%
11,938
+6
48
$1.74M 0.33%
34,372
-1,684
49
$1.72M 0.33%
16,274
+750
50
$1.68M 0.32%
6,835
+577
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2
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