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
$500M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.04M
3
+$1.59M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$1.1M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$779K

Top Sells

1
+$28.7M
2
+$12.6M
3
+$3.32M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.07M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$946K

Sector Composition

1 Technology 9.74%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.27%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$882K 0.18%
26,578
-7,514
77
$877K 0.18%
1,720
+317
78
$868K 0.17%
1,537
+210
79
$868K 0.17%
5,672
+30
80
$838K 0.17%
27,248
-197
81
$838K 0.17%
5,970
+199
82
$825K 0.17%
13,903
-569
83
$819K 0.16%
5,255
-1,238
84
$774K 0.15%
6,463
+451
85
$767K 0.15%
13,484
+1,324
86
$763K 0.15%
11,607
+2,262
87
$761K 0.15%
3,355
-205
88
$761K 0.15%
15,402
+2,868
89
$760K 0.15%
11,800
+1,110
90
$758K 0.15%
19,584
+1,122
91
$757K 0.15%
2,780
+32
92
$741K 0.15%
5,323
+445
93
$733K 0.15%
6,103
+322
94
$724K 0.14%
12,814
+2,292
95
$723K 0.14%
9,645
+18
96
$718K 0.14%
1,418
+265
97
$702K 0.14%
7,690
+445
98
$701K 0.14%
3,898
+1,118
99
$672K 0.13%
8,287
+1,236
100
$670K 0.13%
1,927
+376
2 3
4
5 6