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
$521M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.45M
3
+$3.29M
4
TFC icon
Truist Financial
TFC
+$2.59M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.45M

Top Sells

1
+$43M
2
+$15M
3
+$2.14M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.14M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.03M

Sector Composition

1 Technology 11.91%
2 Financials 7.74%
3 Healthcare 5.15%
4 Industrials 4.7%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.21%
1,673
+136
77
$1.1M 0.21%
13,310
-130
78
$1.09M 0.21%
6,959
+1,704
79
$1.08M 0.21%
10,744
+1,548
80
$1.04M 0.2%
38,000
81
$1.04M 0.2%
21,784
-1,169
82
$1.04M 0.2%
112,500
83
$1.02M 0.2%
10,028
+418
84
$1.01M 0.19%
6,151
+181
85
$993K 0.19%
10,999
+2,712
86
$983K 0.19%
1,851
+433
87
$964K 0.19%
27,795
+547
88
$959K 0.18%
8,840
+3,981
89
$899K 0.17%
8,639
+2,215
90
$880K 0.17%
+47,671
91
$878K 0.17%
2,159
+232
92
$876K 0.17%
13,001
+1,394
93
$873K 0.17%
2,789
+9
94
$868K 0.17%
13,186
+1,386
95
$864K 0.17%
6,488
+385
96
$863K 0.17%
13,938
+1,124
97
$849K 0.16%
13,887
+403
98
$849K 0.16%
31,503
+8,330
99
$837K 0.16%
10,329
+684
100
$832K 0.16%
18,376
+5,776
2 3
4
5 6