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
$521M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.45M
3
+$3.29M
4
TFC icon
Truist Financial
TFC
+$2.59M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.45M

Top Sells

1
+$43M
2
+$15M
3
+$2.14M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.14M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.03M

Sector Composition

1 Technology 11.91%
2 Financials 7.74%
3 Healthcare 5.15%
4 Industrials 4.7%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.32%
3,915
+156
52
$1.64M 0.31%
2,807
+154
53
$1.59M 0.31%
15,151
-519
54
$1.58M 0.3%
5,498
+199
55
$1.55M 0.3%
14,340
+1,328
56
$1.53M 0.29%
13,680
-1,010
57
$1.49M 0.29%
8,723
+21
58
$1.46M 0.28%
33,643
-17,823
59
$1.45M 0.28%
8,541
-452
60
$1.43M 0.28%
+30,019
61
$1.42M 0.27%
9,440
+40
62
$1.42M 0.27%
5,456
+130
63
$1.39M 0.27%
5,286
+557
64
$1.38M 0.26%
27,383
+1,935
65
$1.37M 0.26%
4,626
+207
66
$1.34M 0.26%
39,769
+2,518
67
$1.3M 0.25%
8,419
+505
68
$1.3M 0.25%
34,601
+288
69
$1.24M 0.24%
12,025
+1,393
70
$1.24M 0.24%
3,538
+311
71
$1.21M 0.23%
23,118
-756
72
$1.2M 0.23%
2,528
+2,010
73
$1.18M 0.23%
2,609
+207
74
$1.12M 0.22%
22,142
+7,702
75
$1.11M 0.21%
1,860
+140
1 2
3
4 5