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
$436M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$12M
3
+$4.15M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.91M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.31M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$7.23M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$6.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$281K

Sector Composition

1 Technology 7.9%
2 Financials 6.34%
3 Consumer Staples 4.42%
4 Healthcare 3.6%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$596K 0.14%
7,096
+528
77
$594K 0.14%
8,906
+585
78
$571K 0.13%
3,142
+112
79
$570K 0.13%
3,317
+552
80
$566K 0.13%
2,190
+53
81
$565K 0.13%
2,224
+615
82
$564K 0.13%
5,448
-500
83
$562K 0.13%
6,421
+2,988
84
$551K 0.13%
4,582
+297
85
$540K 0.12%
3,987
+213
86
$538K 0.12%
+1,515
87
$537K 0.12%
2,938
+754
88
$536K 0.12%
890
+117
89
$517K 0.12%
3,286
+131
90
$500K 0.11%
1,713
+120
91
$485K 0.11%
4,147
-1,826
92
$484K 0.11%
7,270
+450
93
$481K 0.11%
604
-3
94
$480K 0.11%
13,589
+789
95
$478K 0.11%
3,789
+232
96
$472K 0.11%
3,554
+210
97
$471K 0.11%
830
+71
98
$471K 0.11%
30,560
+491
99
$467K 0.11%
9,269
-248
100
$459K 0.11%
5,847
-1,755
2 3
4
5 6