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
$521M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.45M
3
+$3.29M
4
TFC icon
Truist Financial
TFC
+$2.59M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.45M

Top Sells

1
+$43M
2
+$15M
3
+$2.14M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.14M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.03M

Sector Composition

1 Technology 11.91%
2 Financials 7.74%
3 Healthcare 5.15%
4 Industrials 4.7%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$658K 0.13%
749
+81
127
$651K 0.13%
18,383
-1,201
128
$648K 0.12%
4,697
+641
129
$647K 0.12%
3,992
+167
130
$645K 0.12%
6,854
+663
131
$630K 0.12%
3,856
+109
132
$628K 0.12%
1,005
+87
133
$619K 0.12%
16,889
+34
134
$617K 0.12%
15,227
+1,895
135
$616K 0.12%
5,180
-17
136
$611K 0.12%
4,285
+275
137
$605K 0.12%
5,573
+1,262
138
$604K 0.12%
6,722
+321
139
$603K 0.12%
5,062
+279
140
$601K 0.12%
4,050
+296
141
$598K 0.12%
1,774
+216
142
$596K 0.11%
+20,784
143
$590K 0.11%
12,165
-3,237
144
$588K 0.11%
2,803
-2,851
145
$586K 0.11%
2,632
+192
146
$577K 0.11%
3,753
+63
147
$560K 0.11%
2,477
+128
148
$558K 0.11%
8,278
-177
149
$557K 0.11%
11,310
-408
150
$556K 0.11%
29,340
+8,410
4 5
6
7 8