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
$328M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.88M
3
+$1.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M
5
HD icon
Home Depot
HD
+$1.03M

Top Sells

1
+$2.08M
2
+$1.52M
3
+$1.11M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$964K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$486K

Sector Composition

1 Consumer Staples 5.04%
2 Technology 4.64%
3 Financials 4.45%
4 Healthcare 2.41%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$555K 0.17%
+1,641
52
$553K 0.17%
+3,318
53
$551K 0.17%
+40,720
54
$534K 0.16%
+9,315
55
$532K 0.16%
+2,702
56
$530K 0.16%
+3,714
57
$524K 0.16%
+2,386
58
$513K 0.16%
+4,939
59
$485K 0.15%
+4,453
60
$465K 0.14%
13,548
+768
61
$438K 0.13%
+5,471
62
$435K 0.13%
9,393
-2,844
63
$407K 0.12%
+4,596
64
$400K 0.12%
13,692
-12,438
65
$394K 0.12%
+2,827
66
$383K 0.12%
+6,037
67
$378K 0.12%
+3,047
68
$368K 0.11%
13,278
+425
69
$367K 0.11%
+4,186
70
$366K 0.11%
+5,280
71
$360K 0.11%
+2,293
72
$354K 0.11%
+5,600
73
$352K 0.11%
+3,246
74
$350K 0.11%
+4,068
75
$348K 0.11%
+710
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3
4 5