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
$500M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.04M
3
+$1.59M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$1.1M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$779K

Top Sells

1
+$28.7M
2
+$12.6M
3
+$3.32M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.07M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$946K

Sector Composition

1 Technology 9.74%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.27%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$452K 0.09%
5,122
+757
152
$451K 0.09%
4,756
153
$449K 0.09%
1,834
-530
154
$447K 0.09%
6,446
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155
$443K 0.09%
4,859
-28
156
$443K 0.09%
5,947
-178
157
$429K 0.09%
3,822
+238
158
$427K 0.09%
2,375
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159
$421K 0.08%
4,093
-197
160
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5,543
-572
161
$415K 0.08%
7,243
-1,913
162
$413K 0.08%
6,810
+105
163
$412K 0.08%
4,311
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164
$409K 0.08%
2,040
+284
165
$406K 0.08%
7,434
+1,228
166
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167
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168
$402K 0.08%
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169
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25,549
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170
$392K 0.08%
6,633
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171
$391K 0.08%
2,929
-160
172
$387K 0.08%
3,501
+181
173
$383K 0.08%
4,449
-117
174
$377K 0.08%
2,076
-5
175
$376K 0.08%
1,161
+81
5 6
7
8 9