LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.88M
3
+$2.86M
4
GD icon
General Dynamics
GD
+$338K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$324K

Top Sells

1
+$12.8M
2
+$8.15M
3
+$2.18M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.59M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.04M

Sector Composition

1 Financials 5.98%
2 Technology 5.61%
3 Consumer Staples 4.02%
4 Industrials 2.72%
5 Healthcare 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$658K 0.18%
2,984
+104
52
$631K 0.17%
47,240
+360
53
$617K 0.17%
4,360
+300
54
$601K 0.16%
7,779
+1,264
55
$591K 0.16%
2,638
+124
56
$591K 0.16%
3,475
+568
57
$582K 0.16%
4,930
+118
58
$575K 0.16%
2,647
+371
59
$574K 0.16%
2,580
+330
60
$572K 0.16%
4,770
-43
61
$557K 0.15%
14,387
+2,918
62
$556K 0.15%
7,518
63
$526K 0.14%
2,789
+28
64
$518K 0.14%
2,034
+125
65
$515K 0.14%
4,759
+158
66
$515K 0.14%
4,709
+322
67
$497K 0.14%
5,471
68
$496K 0.14%
5,497
+935
69
$480K 0.13%
6,836
+693
70
$468K 0.13%
8,642
+292
71
$439K 0.12%
27,922
+247
72
$439K 0.12%
2,335
+42
73
$438K 0.12%
6,784
+803
74
$429K 0.12%
1,765
+209
75
$424K 0.12%
3,585
+116
1 2
3
4 5