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
$464M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$13.8M
3 +$2.73M
4
MSFT icon
Microsoft
MSFT
+$1.25M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$956K

Sector Composition

1 Technology 6.63%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.6%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$443K 0.1%
2,008
+339
127
$441K 0.09%
3,248
-121
128
$436K 0.09%
1,854
-40
129
$424K 0.09%
1,260
+507
130
$419K 0.09%
767
+113
131
$419K 0.09%
3,092
+58
132
$413K 0.09%
962
-62
133
$410K 0.09%
1,237
+114
134
$404K 0.09%
+5,430
135
$403K 0.09%
4,424
+1,008
136
$401K 0.09%
4,920
+232
137
$399K 0.09%
5,993
+1,002
138
$395K 0.09%
16,605
-892
139
$390K 0.08%
+2,486
140
$388K 0.08%
4,756
141
$387K 0.08%
1,943
-358
142
$387K 0.08%
4,607
-247
143
$382K 0.08%
4,068
+279
144
$380K 0.08%
536
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145
$375K 0.08%
4,024
-14
146
$374K 0.08%
1,296
+26
147
$372K 0.08%
7,328
+422
148
$372K 0.08%
681
+33
149
$367K 0.08%
4,010
-103
150
$366K 0.08%
23,492
-6,142