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
$365M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.88M
3
+$2.86M
4
GD icon
General Dynamics
GD
+$338K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$324K

Top Sells

1
+$12.8M
2
+$8.15M
3
+$2.18M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.59M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.04M

Sector Composition

1 Financials 5.98%
2 Technology 5.61%
3 Consumer Staples 4.02%
4 Industrials 2.72%
5 Healthcare 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$265K 0.07%
+1,287
127
$263K 0.07%
1,407
-28
128
$262K 0.07%
+10,930
129
$258K 0.07%
732
+77
130
$255K 0.07%
+1,325
131
$253K 0.07%
2,017
-19
132
$251K 0.07%
1,257
+8
133
$246K 0.07%
5,300
-1,090
134
$246K 0.07%
+32,000
135
$245K 0.07%
+1,337
136
$243K 0.07%
+3,334
137
$242K 0.07%
+4,070
138
$239K 0.07%
2,478
+215
139
$238K 0.07%
1,524
+116
140
$237K 0.06%
2,045
+106
141
$232K 0.06%
8,150
+300
142
$220K 0.06%
10,000
-1,072
143
$219K 0.06%
+5,612
144
$217K 0.06%
+288
145
$217K 0.06%
+3,620
146
$214K 0.06%
+1,352
147
$214K 0.06%
+2,752
148
$212K 0.06%
+2,950
149
$211K 0.06%
+1,720
150
$209K 0.06%
+5,820
3 4 5
6
7