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
$328M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.88M
3
+$1.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M
5
HD icon
Home Depot
HD
+$1.03M

Top Sells

1
+$2.08M
2
+$1.52M
3
+$1.11M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$964K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$486K

Sector Composition

1 Consumer Staples 5.04%
2 Technology 4.64%
3 Financials 4.45%
4 Healthcare 2.41%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.11%
+6,446
77
$343K 0.1%
+5,966
78
$338K 0.1%
+2,906
79
$330K 0.1%
+4,486
80
$327K 0.1%
+3,022
81
$325K 0.1%
+1,973
82
$324K 0.1%
+5,431
83
$317K 0.1%
13,147
-152
84
$312K 0.1%
+3,950
85
$308K 0.09%
+1,565
86
$290K 0.09%
+580
87
$288K 0.09%
+1,368
88
$280K 0.09%
+3,699
89
$278K 0.08%
+933
90
$276K 0.08%
4,974
-6,152
91
$270K 0.08%
+4,916
92
$266K 0.08%
+2,320
93
$264K 0.08%
+3,661
94
$264K 0.08%
+4,176
95
$264K 0.08%
+3,258
96
$263K 0.08%
+2,795
97
$261K 0.08%
+591
98
$251K 0.08%
27,423
+334
99
$249K 0.08%
8,861
-10,909
100
$248K 0.08%
+3,783
2 3
4
5 6