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
$464M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.8M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$1.25M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$956K

Top Sells

1
+$10M
2
+$9.85M
3
+$7.46M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.83M

Sector Composition

1 Technology 6.63%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.6%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.24%
4,570
+308
52
$1.11M 0.24%
3,024
+1,223
53
$1.08M 0.23%
9,572
-968
54
$1.06M 0.23%
3,044
+608
55
$1.06M 0.23%
4,425
+969
56
$1.05M 0.23%
7,488
+1,795
57
$1.04M 0.22%
35,742
-15,038
58
$1.01M 0.22%
4,716
+781
59
$966K 0.21%
8,024
+3,262
60
$964K 0.21%
20,406
+3,228
61
$958K 0.21%
5,512
+595
62
$934K 0.2%
4,904
+747
63
$918K 0.2%
19,631
-420
64
$911K 0.2%
3,090
+591
65
$905K 0.2%
10,547
+1,651
66
$887K 0.19%
9,374
+1,308
67
$850K 0.18%
27,447
-367
68
$848K 0.18%
14,716
-9,616
69
$836K 0.18%
19,438
-1,106
70
$811K 0.17%
112,500
+65,000
71
$781K 0.17%
5,508
+60
72
$761K 0.16%
8,388
+2,013
73
$730K 0.16%
13,050
+2,490
74
$727K 0.16%
17,334
+1,547
75
$719K 0.15%
5,234
+19
1 2
3
4 5