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
151
$447K 0.08%
2,780
+527
152
$440K 0.08%
3,584
+291
153
$438K 0.08%
2,141
+354
154
$438K 0.08%
3,320
+1,902
155
$434K 0.08%
3,089
-344
156
$432K 0.08%
5,927
-173
157
$431K 0.08%
2,145
-299
158
$431K 0.08%
4,566
+227
159
$428K 0.08%
17,884
+1,076
160
$427K 0.08%
6,705
+120
161
$423K 0.08%
1,056
+4
162
$419K 0.08%
3,956
+162
163
$413K 0.08%
2,081
+126
164
$401K 0.07%
580
+98
165
$394K 0.07%
9,240
+1,529
166
$392K 0.07%
4,365
-1,610
167
$388K 0.07%
24,715
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168
$384K 0.07%
5,070
+322
169
$381K 0.07%
2,188
+165
170
$380K 0.07%
8,086
+188
171
$380K 0.07%
5,201
172
$377K 0.07%
23,619
-14,344
173
$376K 0.07%
5,821
+194
174
$374K 0.07%
2,633
-1,212
175
$372K 0.07%
6,581
+382
5 6
7
8 9