LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
1-Year Return
17.88%
This Quarter Return
-1.3%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$252M
AUM Growth
+$7.91M
(+3.2%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
4.27%
Top 10 Holdings %
Top 10 Hldgs %
69.04%
Holding
965
New
74
Increased
214
Reduced
182
Closed
73
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.8M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$1.07M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$875K |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$765K |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$729K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$479K |
| 2 |
Procter & Gamble
PG
|
+$369K |
| 3 |
VF Corp
VFC
|
+$266K |
| 4 |
Caterpillar
CAT
|
+$247K |
| 5 |
iShares MSCI Japan ETF
EWJ
|
+$229K |
Sector Composition
| 1 | Financials | 9.26% |
| 2 | Consumer Staples | 3.85% |
| 3 | Technology | 3.07% |
| 4 | Healthcare | 2.97% |
| 5 | Energy | 2.65% |
