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
$301M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$1.69M
3
+$1.34M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$770K

Top Sells

1
+$525K
2
+$518K
3
+$474K
4
RGLD icon
Royal Gold
RGLD
+$312K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$289K

Sector Composition

1 Financials 7.3%
2 Consumer Staples 4.55%
3 Technology 2.6%
4 Healthcare 1.81%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$662K 0.22%
10,860
+240
52
$632K 0.21%
11,780
+878
53
$628K 0.21%
4,009
-51
54
$589K 0.2%
6,270
+59
55
$548K 0.18%
8,039
-280
56
$521K 0.17%
13,721
-92
57
$520K 0.17%
3,738
-205
58
$511K 0.17%
9,136
59
$499K 0.17%
8,955
-3,556
60
$495K 0.16%
8,100
+20
61
$485K 0.16%
1,276
+32
62
$483K 0.16%
9,776
63
$480K 0.16%
4,048
+38
64
$474K 0.16%
1,747
+1
65
$474K 0.16%
3,839
-121
66
$471K 0.16%
13,821
+921
67
$469K 0.16%
2,183
+62
68
$462K 0.15%
+16,501
69
$455K 0.15%
10,066
-122
70
$437K 0.15%
3,188
-5
71
$431K 0.14%
1,982
-5
72
$429K 0.14%
2,657
-71
73
$417K 0.14%
10,211
74
$413K 0.14%
8,366
+383
75
$409K 0.14%
2,403
-263
1 2
3
4 5