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

Top Sells

1
+$10M
2
+$9.85M
3
+$7.46M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.83M

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
151
$366K 0.08%
3,760
+524
152
$365K 0.08%
1,953
+131
153
$361K 0.08%
1,130
+35
154
$358K 0.08%
3,253
-1,255
155
$352K 0.08%
2,579
+538
156
$351K 0.08%
3,589
+51
157
$349K 0.08%
6,682
+144
158
$349K 0.08%
1,069
+253
159
$344K 0.07%
1,003
+114
160
$336K 0.07%
+4,710
161
$336K 0.07%
7,538
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162
$336K 0.07%
+2,980
163
$335K 0.07%
12,491
-105,680
164
$334K 0.07%
652
+113
165
$333K 0.07%
5,910
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166
$333K 0.07%
3,996
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167
$331K 0.07%
11,029
+1,803
168
$329K 0.07%
11,902
+2,306
169
$323K 0.07%
1,947
-1,816
170
$319K 0.07%
2,202
-26
171
$318K 0.07%
948
+205
172
$314K 0.07%
1,473
-63
173
$308K 0.07%
1,027
+148
174
$306K 0.07%
+2,165
175
$304K 0.07%
6,139
+33
5 6
7
8 9