LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.88M
3
+$2.86M
4
GD icon
General Dynamics
GD
+$338K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$324K

Top Sells

1
+$12.8M
2
+$8.15M
3
+$2.18M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.59M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.04M

Sector Composition

1 Financials 5.98%
2 Technology 5.61%
3 Consumer Staples 4.02%
4 Industrials 2.72%
5 Healthcare 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.09%
+2,905
102
$316K 0.09%
14,844
+2,329
103
$316K 0.09%
6,060
+160
104
$314K 0.09%
687
+56
105
$308K 0.08%
2,421
+306
106
$307K 0.08%
20,886
+532
107
$303K 0.08%
3,074
-90
108
$300K 0.08%
2,726
+471
109
$298K 0.08%
1,461
-44
110
$296K 0.08%
12,959
+357
111
$295K 0.08%
4,666
+995
112
$294K 0.08%
476
+33
113
$291K 0.08%
1,050
+82
114
$289K 0.08%
3,257
+390
115
$288K 0.08%
1,456
+147
116
$287K 0.08%
3,702
+218
117
$285K 0.08%
1,477
+102
118
$282K 0.08%
+3,802
119
$281K 0.08%
2,116
-119
120
$276K 0.08%
1,820
+519
121
$276K 0.08%
1,715
+183
122
$275K 0.08%
3,054
-391
123
$272K 0.07%
3,177
-584
124
$269K 0.07%
7,403
-2,795
125
$268K 0.07%
951
+23
3 4
5
6 7