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
$464M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.8M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$1.25M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$956K

Top Sells

1
+$10M
2
+$9.85M
3
+$7.46M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.83M

Sector Composition

1 Technology 6.63%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.6%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$709K 0.15%
5,465
+122
77
$708K 0.15%
21,378
-466
78
$707K 0.15%
38,423
+13,980
79
$707K 0.15%
2,742
+112
80
$704K 0.15%
8,421
+1,066
81
$691K 0.15%
5,610
-116
82
$681K 0.15%
5,774
+1,614
83
$674K 0.15%
3,253
+372
84
$663K 0.14%
8,117
+493
85
$651K 0.14%
6,561
+1,302
86
$646K 0.14%
2,420
+312
87
$640K 0.14%
3,717
-3,210
88
$638K 0.14%
10,411
+622
89
$636K 0.14%
5,794
+799
90
$622K 0.13%
5,314
+1,554
91
$607K 0.13%
7,807
-473
92
$606K 0.13%
1,101
+103
93
$606K 0.13%
17,343
+1,441
94
$606K 0.13%
5,820
+1,034
95
$598K 0.13%
8,844
+140
96
$597K 0.13%
5,799
+1,321
97
$596K 0.13%
2,702
-4,512
98
$588K 0.13%
5,085
+117
99
$585K 0.13%
16,720
+5,156
100
$581K 0.13%
3,711
+69
2 3
4
5 6