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
$464M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.8M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$1.25M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$956K

Top Sells

1
+$10M
2
+$9.85M
3
+$7.46M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.83M

Sector Composition

1 Technology 6.63%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.6%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$581K 0.13%
4,988
+1,629
102
$576K 0.12%
4,307
+187
103
$573K 0.12%
9,224
+1,516
104
$570K 0.12%
10,011
+1,141
105
$561K 0.12%
22,902
+6,780
106
$558K 0.12%
5,515
+1,324
107
$550K 0.12%
13,959
+971
108
$538K 0.12%
2,333
+34
109
$536K 0.12%
7,443
+1,700
110
$535K 0.12%
3,259
+836
111
$523K 0.11%
23,173
+8,477
112
$505K 0.11%
14,481
+351
113
$497K 0.11%
5,846
+1,176
114
$486K 0.1%
5,594
-1,879
115
$486K 0.1%
1,576
+119
116
$484K 0.1%
3,450
+177
117
$479K 0.1%
7,106
-2,333
118
$473K 0.1%
9,390
+936
119
$471K 0.1%
3,482
+94
120
$464K 0.1%
5,825
+702
121
$458K 0.1%
1,003
-40
122
$456K 0.1%
8,082
+2,764
123
$450K 0.1%
31,897
+1,800
124
$449K 0.1%
5,508
+282
125
$449K 0.1%
6,618
+992
3 4
5
6 7