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
$436M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$12M
3
+$4.15M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.91M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.31M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$7.23M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$6.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$281K

Sector Composition

1 Technology 7.9%
2 Financials 6.34%
3 Consumer Staples 4.42%
4 Healthcare 3.6%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$350K 0.08%
736
-591
127
$349K 0.08%
5,929
-1,127
128
$349K 0.08%
3,286
+598
129
$339K 0.08%
1,482
+117
130
$337K 0.08%
7,454
+149
131
$336K 0.08%
3,481
+144
132
$328K 0.08%
358
+34
133
$328K 0.08%
4,541
+236
134
$327K 0.08%
18,378
135
$326K 0.07%
3,743
+185
136
$321K 0.07%
6,697
+86
137
$319K 0.07%
1,049
+37
138
$315K 0.07%
2,744
139
$312K 0.07%
2,654
+1
140
$307K 0.07%
1,626
-332
141
$303K 0.07%
843
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142
$301K 0.07%
+6,087
143
$297K 0.07%
1,534
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144
$288K 0.07%
+2,794
145
$285K 0.07%
5,299
+1,269
146
$284K 0.07%
6,823
-38
147
$284K 0.07%
1,227
-32
148
$283K 0.06%
816
+57
149
$281K 0.06%
8,050
-250
150
$281K 0.06%
736
-20
4 5
6
7 8