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
$436M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$12M
3
+$4.15M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.91M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.31M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$7.23M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$6.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$281K

Sector Composition

1 Technology 7.9%
2 Financials 6.34%
3 Consumer Staples 4.42%
4 Healthcare 3.6%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$915K 0.21%
10,627
+694
52
$897K 0.21%
5,379
+453
53
$889K 0.2%
3,203
-133
54
$853K 0.2%
7,451
+134
55
$815K 0.19%
2,267
+228
56
$812K 0.19%
1,959
+246
57
$789K 0.18%
9,499
-20
58
$784K 0.18%
8,987
+1,277
59
$783K 0.18%
16,227
+48
60
$769K 0.18%
3,417
+450
61
$759K 0.17%
3,640
+268
62
$740K 0.17%
4,780
+689
63
$720K 0.17%
2,857
+414
64
$718K 0.16%
5,104
-126
65
$670K 0.15%
2,467
+8
66
$667K 0.15%
3,200
-306
67
$650K 0.15%
3,227
+588
68
$637K 0.15%
2,582
+112
69
$619K 0.14%
8,521
+485
70
$612K 0.14%
3,540
+104
71
$611K 0.14%
6,548
+548
72
$611K 0.14%
916
+20
73
$605K 0.14%
5,236
74
$597K 0.14%
4,375
+229
75
$597K 0.14%
5,813
+142
1 2
3
4 5