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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Sells

1 +$479K
2 +$369K
3 +$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

Sector Composition

1 Financials 9.26%
2 Consumer Staples 3.85%
3 Technology 3.07%
4 Healthcare 2.97%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$2K ﹤0.01%
41
727
$2K ﹤0.01%
66
728
$2K ﹤0.01%
441
+39
729
$2K ﹤0.01%
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731
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732
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733
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37
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734
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30
735
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48
736
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81
737
$2K ﹤0.01%
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738
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739
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740
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741
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742
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743
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745
$2K ﹤0.01%
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746
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747
$2K ﹤0.01%
112
748
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93
-43
749
$2K ﹤0.01%
+100
750
$2K ﹤0.01%
53