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
$328M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.88M
3
+$1.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M
5
HD icon
Home Depot
HD
+$1.03M

Top Sells

1
+$2.08M
2
+$1.52M
3
+$1.11M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$964K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$486K

Sector Composition

1 Consumer Staples 5.04%
2 Technology 4.64%
3 Financials 4.45%
4 Healthcare 2.41%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$247K 0.08%
+1,476
102
$246K 0.08%
+1,490
103
$244K 0.07%
11,353
-3,848
104
$241K 0.07%
+2,768
105
$241K 0.07%
+3,425
106
$239K 0.07%
11,859
-391
107
$237K 0.07%
+3,939
108
$234K 0.07%
+660
109
$233K 0.07%
+1,404
110
$231K 0.07%
+1,020
111
$230K 0.07%
+2,884
112
$228K 0.07%
+907
113
$225K 0.07%
+1,939
114
$224K 0.07%
12,843
-3,468
115
$220K 0.07%
+2,274
116
$219K 0.07%
+3,031
117
$216K 0.07%
+5,940
118
$214K 0.07%
+1,444
119
$214K 0.07%
+5,220
120
$213K 0.07%
+6,292
121
$212K 0.06%
+1,800
122
$208K 0.06%
+2,606
123
$207K 0.06%
+1,083
124
$203K 0.06%
+2,708
125
$199K 0.06%
+11,267
2 3 4
5
6