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
$301M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$1.69M
3
+$1.34M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$770K

Top Sells

1
+$525K
2
+$518K
3
+$474K
4
RGLD icon
Royal Gold
RGLD
+$312K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$289K

Sector Composition

1 Financials 7.3%
2 Consumer Staples 4.55%
3 Technology 2.6%
4 Healthcare 1.81%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$389K 0.13%
4,842
-327
77
$379K 0.13%
2,131
+21
78
$376K 0.13%
26,364
+736
79
$364K 0.12%
9,207
80
$357K 0.12%
+5,560
81
$354K 0.12%
4,231
+301
82
$354K 0.12%
12,134
-874
83
$351K 0.12%
5,077
-46
84
$342K 0.11%
11,973
-283
85
$332K 0.11%
2,047
-5
86
$330K 0.11%
11,905
87
$313K 0.1%
7,144
88
$311K 0.1%
2,915
89
$304K 0.1%
2,799
+23
90
$298K 0.1%
4,925
+23
91
$292K 0.1%
10,570
92
$286K 0.1%
18,320
93
$278K 0.09%
+4,502
94
$273K 0.09%
6,064
+57
95
$268K 0.09%
1,385
+44
96
$265K 0.09%
3,499
-150
97
$265K 0.09%
2,661
98
$265K 0.09%
4,394
-510
99
$260K 0.09%
5,833
-1,311
100
$251K 0.08%
4,967
+37
1 2 3
4
5