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
$418M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$7.35M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.84M

Top Sells

1
+$9.36M
2
+$6.39M
3
+$2.12M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$905K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$851K

Sector Composition

1 Technology 6.28%
2 Financials 5.55%
3 Healthcare 3.96%
4 Consumer Staples 3.91%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$483K 0.12%
4,995
+339
102
$469K 0.11%
10,560
+2,370
103
$454K 0.11%
15,902
+665
104
$447K 0.11%
3,642
+9
105
$446K 0.11%
12,988
+3,602
106
$443K 0.11%
5,259
+659
107
$441K 0.11%
8,870
+1,519
108
$434K 0.1%
1,894
+240
109
$434K 0.1%
8,704
+1,064
110
$432K 0.1%
2,301
+302
111
$430K 0.1%
14,130
+403
112
$426K 0.1%
4,160
+508
113
$420K 0.1%
3,273
+180
114
$416K 0.1%
4,478
+305
115
$416K 0.1%
+3,369
116
$411K 0.1%
17,497
-133
117
$408K 0.1%
5,743
-356
118
$397K 0.09%
30,097
+584
119
$396K 0.09%
4,113
+216
120
$395K 0.09%
3,388
+160
121
$393K 0.09%
2,228
+16
122
$388K 0.09%
4,508
+1,621
123
$386K 0.09%
+16,122
124
$386K 0.09%
4,786
+180
125
$385K 0.09%
4,038
+1,174
3 4
5
6 7