LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.71M
3
+$5.25M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$4.81M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.02M

Top Sells

1
+$6.63M
2
+$3.82M
3
+$3.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.06M

Sector Composition

1 Financials 4.6%
2 Consumer Staples 4.6%
3 Technology 3.05%
4 Materials 1.03%
5 Real Estate 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,203
102
– –
-48,725
103
– –
-5,471
104
– –
-7,372
105
– –
-32,971
106
– –
-22,894
107
– –
-2,235
108
– –
-4,408
109
– –
-2,207
110
– –
-4,794
111
– –
-2,367
112
– –
-1,939
113
– –
-15,776
114
– –
-3,544
115
– –
-2,645
116
– –
-2,569
117
– –
-2,149
118
– –
-1,945
119
– –
-1,834
120
– –
-3,964
121
– –
-4,066
122
– –
-10,404
1 2 3 4
5