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
$521M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.45M
3
+$3.29M
4
TFC icon
Truist Financial
TFC
+$2.59M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.45M

Top Sells

1
+$43M
2
+$15M
3
+$2.14M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.14M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.03M

Sector Composition

1 Technology 11.91%
2 Financials 7.74%
3 Healthcare 5.15%
4 Industrials 4.7%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$821K 0.16%
5,694
+22
102
$815K 0.16%
4,444
+546
103
$815K 0.16%
3,140
-215
104
$813K 0.16%
5,107
-216
105
$807K 0.16%
9,181
+230
106
$803K 0.15%
7,880
+458
107
$796K 0.15%
6,857
+394
108
$784K 0.15%
7,280
+1,048
109
$780K 0.15%
3,203
+351
110
$772K 0.15%
273,927
+200,000
111
$770K 0.15%
3,307
-570
112
$768K 0.15%
8,004
+314
113
$760K 0.15%
1,005
+191
114
$755K 0.15%
6,858
+868
115
$732K 0.14%
4,967
+874
116
$705K 0.14%
1,496
+423
117
$699K 0.13%
24,287
-2,291
118
$698K 0.13%
12,124
+1,289
119
$697K 0.13%
7,430
+349
120
$686K 0.13%
2,641
+95
121
$679K 0.13%
8,717
+62
122
$678K 0.13%
6,027
+488
123
$674K 0.13%
1,642
+117
124
$670K 0.13%
4,634
+482
125
$663K 0.13%
3,337
+241
3 4
5
6 7