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
$418M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$7.35M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.84M

Top Sells

1
+$9.36M
2
+$6.39M
3
+$2.12M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$905K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$851K

Sector Composition

1 Technology 6.28%
2 Financials 5.55%
3 Healthcare 3.96%
4 Consumer Staples 3.91%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$641K 0.15%
5,215
+11
77
$621K 0.15%
5,343
+171
78
$594K 0.14%
5,448
+36
79
$589K 0.14%
2,630
+63
80
$588K 0.14%
24,990
+8,060
81
$587K 0.14%
9,439
-813
82
$584K 0.14%
15,787
+103
83
$582K 0.14%
1,801
+46
84
$577K 0.14%
7,355
+536
85
$561K 0.13%
2,881
+260
86
$557K 0.13%
4,968
+191
87
$555K 0.13%
7,624
+214
88
$550K 0.13%
9,789
+432
89
$549K 0.13%
8,896
+251
90
$545K 0.13%
4,120
+207
91
$542K 0.13%
2,108
+17
92
$509K 0.12%
3,763
+53
93
$509K 0.12%
2,299
+93
94
$509K 0.12%
4,508
+851
95
$506K 0.12%
998
+79
96
$503K 0.12%
4,157
+425
97
$498K 0.12%
60,662
+212
98
$492K 0.12%
1,043
+180
99
$485K 0.12%
7,022
+639
100
$485K 0.12%
6,375
-1,380
2 3
4
5 6