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
$436M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$12M
3
+$4.15M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.91M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.31M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$7.23M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$6.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$281K

Sector Composition

1 Technology 7.9%
2 Financials 6.34%
3 Consumer Staples 4.42%
4 Healthcare 3.6%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$281K 0.06%
+1,669
152
$279K 0.06%
1,601
+368
153
$278K 0.06%
4,463
+212
154
$278K 0.06%
4,113
-329
155
$277K 0.06%
3,655
+581
156
$276K 0.06%
3,825
+410
157
$272K 0.06%
577
+29
158
$271K 0.06%
11,108
+61
159
$271K 0.06%
2,027
+97
160
$269K 0.06%
1,733
+141
161
$265K 0.06%
3,046
+60
162
$263K 0.06%
32,000
163
$261K 0.06%
878
+26
164
$260K 0.06%
2,237
+57
165
$254K 0.06%
2,530
+127
166
$253K 0.06%
1,702
+132
167
$253K 0.06%
3,456
+321
168
$252K 0.06%
+991
169
$249K 0.06%
+1,130
170
$249K 0.06%
+537
171
$248K 0.06%
+5,168
172
$247K 0.06%
8,860
+414
173
$246K 0.06%
841
+35
174
$245K 0.06%
4,715
+415
175
$245K 0.06%
+3,690
5 6
7
8 9