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
$328M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.88M
3
+$1.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M
5
HD icon
Home Depot
HD
+$1.03M

Top Sells

1
+$2.08M
2
+$1.52M
3
+$1.11M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$964K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$486K

Sector Composition

1 Consumer Staples 5.04%
2 Technology 4.64%
3 Financials 4.45%
4 Healthcare 2.41%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$189K 0.06%
18,320
127
$173K 0.05%
+5,568
128
$156K 0.05%
+10,000
129
$143K 0.04%
+25,021
130
$134K 0.04%
+18,448
131
$131K 0.04%
10,876
-40,000
132
$127K 0.04%
+11,425
133
$82K 0.03%
+30,467
134
$73K 0.02%
+14,546
135
$64K 0.02%
+16,041
136
– –
-13,065
137
– –
-12,556
138
– –
-31,371
139
– –
-12,023
2 3 4 5
6