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
$535M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$18.6M
3
+$13.9M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$9.99M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.57M

Top Sells

1
+$25.6M
2
+$19.6M
3
+$13.1M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$11.9M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.99M

Sector Composition

1 Technology 8.98%
2 Financials 5.3%
3 Healthcare 4.1%
4 Consumer Staples 4.05%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$546K 0.1%
17,993
-1,058
127
$546K 0.1%
1,551
+163
128
$543K 0.1%
6,490
+1,275
129
$540K 0.1%
4,828
+461
130
$539K 0.1%
9,345
+739
131
$539K 0.1%
3,648
+120
132
$534K 0.1%
3,692
+116
133
$532K 0.1%
1,556
+334
134
$526K 0.1%
4,887
+387
135
$522K 0.1%
1,743
+92
136
$507K 0.09%
1,331
+120
137
$504K 0.09%
12,710
+1,285
138
$493K 0.09%
2,186
+193
139
$489K 0.09%
4,290
+305
140
$483K 0.09%
5,653
-106
141
$479K 0.09%
6,115
-172
142
$479K 0.09%
1,100
-102
143
$471K 0.09%
8,198
+666
144
$464K 0.09%
4,756
145
$464K 0.09%
7,250
-476
146
$463K 0.09%
2,175
+172
147
$462K 0.09%
3,958
-899
148
$453K 0.08%
1,118
+137
149
$449K 0.08%
2,333
+161
150
$447K 0.08%
3,759
+340
4 5
6
7 8