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
$535M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$18.6M
3
+$13.9M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$9.99M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.57M

Top Sells

1
+$25.6M
2
+$19.6M
3
+$13.1M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$11.9M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.99M

Sector Composition

1 Technology 8.98%
2 Financials 5.3%
3 Healthcare 4.1%
4 Consumer Staples 4.05%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$853K 0.16%
6,333
-1,724
77
$838K 0.16%
3,560
-225
78
$834K 0.16%
29,076
+6,027
79
$830K 0.16%
2,691
+372
80
$818K 0.15%
3,871
+364
81
$814K 0.15%
3,705
-149
82
$806K 0.15%
2,748
+15
83
$790K 0.15%
7,832
+2,246
84
$777K 0.15%
23,230
-286
85
$775K 0.14%
9,576
-536
86
$772K 0.14%
5,771
-31
87
$767K 0.14%
5,642
+61
88
$761K 0.14%
12,160
+1,746
89
$742K 0.14%
9,627
90
$718K 0.13%
7,245
+242
91
$714K 0.13%
1,327
+111
92
$686K 0.13%
1,403
+131
93
$683K 0.13%
6,100
+560
94
$679K 0.13%
9,156
+1,448
95
$658K 0.12%
6,034
+288
96
$653K 0.12%
12,534
+2,032
97
$652K 0.12%
18,462
-220
98
$646K 0.12%
4,878
-360
99
$645K 0.12%
10,690
+873
100
$643K 0.12%
16,529
-252
2 3
4
5 6