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
$500M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.04M
3
+$1.59M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$1.1M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$779K

Top Sells

1
+$28.7M
2
+$12.6M
3
+$3.32M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.07M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$946K

Sector Composition

1 Technology 9.74%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.27%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$668K 0.13%
14,440
+2,750
102
$656K 0.13%
8,951
+586
103
$655K 0.13%
7,422
+682
104
$654K 0.13%
6,232
+132
105
$641K 0.13%
38,000
106
$634K 0.13%
23,173
107
$629K 0.13%
7,081
+269
108
$624K 0.12%
4,521
+1,888
109
$601K 0.12%
+12,600
110
$597K 0.12%
25,305
-14,748
111
$590K 0.12%
2,852
+711
112
$580K 0.12%
5,197
113
$580K 0.12%
5,990
-44
114
$576K 0.12%
2,619
+444
115
$576K 0.12%
16,855
+326
116
$574K 0.11%
10,835
+2,637
117
$573K 0.11%
6,191
+516
118
$573K 0.11%
8,455
+614
119
$568K 0.11%
3,754
-204
120
$568K 0.11%
1,525
+194
121
$566K 0.11%
3,747
+5
122
$558K 0.11%
6,424
+458
123
$552K 0.11%
4,783
-45
124
$550K 0.11%
668
+167
125
$546K 0.11%
5,539
-31
3 4
5
6 7