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
$278M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$11.1M
2 +$2.03M
3 +$1.58M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.57M
5
AEM icon
Agnico Eagle Mines
AEM
+$819K

Sector Composition

1 Consumer Staples 4.6%
2 Financials 4.19%
3 Technology 3.4%
4 Real Estate 0.84%
5 Energy 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-18,771
52
-12,856
53
-6,039
54
-15,894
55
-16,053