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
$418M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$7.35M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.84M

Top Sells

1
+$9.36M
2
+$6.39M
3
+$2.12M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$905K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$851K

Sector Composition

1 Technology 6.28%
2 Financials 5.55%
3 Healthcare 3.96%
4 Consumer Staples 3.91%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$384K 0.09%
991
+195
127
$384K 0.09%
29,634
+9,264
128
$381K 0.09%
4,756
129
$378K 0.09%
3,034
+6
130
$375K 0.09%
24,443
-12,420
131
$371K 0.09%
8,454
+1,341
132
$369K 0.09%
4,670
+548
133
$368K 0.09%
1,270
+116
134
$359K 0.09%
7,708
+713
135
$358K 0.09%
47,500
136
$357K 0.09%
8,163
+410
137
$353K 0.08%
32,000
138
$350K 0.08%
4,854
+289
139
$348K 0.08%
4,191
-335
140
$342K 0.08%
1,024
+212
141
$341K 0.08%
3,789
+1,217
142
$340K 0.08%
1,822
+92
143
$339K 0.08%
1,457
+130
144
$339K 0.08%
11,564
+1,767
145
$338K 0.08%
2,423
+234
146
$335K 0.08%
1,095
+166
147
$334K 0.08%
3,359
-96
148
$333K 0.08%
4,688
+1,196
149
$330K 0.08%
5,226
+285
150
$329K 0.08%
3,209
-6,565
4 5
6
7 8