LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.88M
3
+$2.86M
4
GD icon
General Dynamics
GD
+$338K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$324K

Top Sells

1
+$12.8M
2
+$8.15M
3
+$2.18M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.59M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.04M

Sector Composition

1 Financials 5.98%
2 Technology 5.61%
3 Consumer Staples 4.02%
4 Industrials 2.72%
5 Healthcare 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.12%
3,063
+20
77
$417K 0.11%
5,516
-415
78
$413K 0.11%
9,926
-195,953
79
$409K 0.11%
6,252
+240
80
$405K 0.11%
3,031
+398
81
$404K 0.11%
6,715
+1,283
82
$398K 0.11%
5,240
+1,363
83
$395K 0.11%
6,109
-138
84
$393K 0.11%
3,453
-179
85
$372K 0.1%
5,256
+58
86
$370K 0.1%
1,338
+169
87
$369K 0.1%
2,875
+465
88
$340K 0.09%
2,882
+378
89
$338K 0.09%
10,367
+1,655
90
$338K 0.09%
+1,863
91
$336K 0.09%
1,764
+152
92
$336K 0.09%
3,423
+429
93
$334K 0.09%
892
+101
94
$334K 0.09%
3,697
-421
95
$329K 0.09%
4,118
+424
96
$329K 0.09%
692
+22
97
$329K 0.09%
18,378
+58
98
$324K 0.09%
+2,200
99
$319K 0.09%
13,094
+287
100
$317K 0.09%
2,761
-38
2 3
4
5 6