LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
1-Year Return
17.88%
This Quarter Return
+11.16%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$295M
AUM Growth
+$36.8M
(+14%)
Cap. Flow
+$9.57M
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
69.64%
Holding
1,214
New
201
Increased
413
Reduced
178
Closed
128
Top Buys
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$2.72M |
| 2 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
+$1.74M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.37M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$848K |
| 5 |
iShares Core Moderate Allocation ETF
AOM
|
+$779K |
Sector Composition
| 1 | Financials | 7.99% |
| 2 | Consumer Staples | 4.6% |
| 3 | Technology | 3.31% |
| 4 | Healthcare | 2.78% |
| 5 | Energy | 2.33% |
