LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
1-Year Return
17.88%
This Quarter Return
-8.84%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$258M
AUM Growth
-$17.8M
(-6.4%)
Cap. Flow
+$8.54M
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
69.08%
Holding
1,098
New
149
Increased
371
Reduced
223
Closed
89
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.71M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.35M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$812K |
| 4 |
Procter & Gamble
PG
|
$722K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$436K |
Sector Composition
| 1 | Financials | 8.46% |
| 2 | Consumer Staples | 4.62% |
| 3 | Technology | 2.83% |
| 4 | Healthcare | 2.74% |
| 5 | Energy | 2.17% |
