LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
1-Year Return
17.88%
This Quarter Return
+5.21%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$365M
AUM Growth
+$11.2M
(+3.2%)
Cap. Flow
-$4.23M
Cap. Flow
% of AUM
-1.16%
Top 10 Holdings %
Top 10 Hldgs %
75.42%
Holding
169
New
27
Increased
98
Reduced
30
Closed
11
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$8.85M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.88M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$2.86M |
| 4 |
General Dynamics
GD
|
$338K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$324K |
Top Sells
Sector Composition
| 1 | Financials | 5.98% |
| 2 | Technology | 5.61% |
| 3 | Consumer Staples | 4.02% |
| 4 | Industrials | 2.72% |
| 5 | Healthcare | 2.7% |
