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
$521M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.45M
3
+$3.29M
4
TFC icon
Truist Financial
TFC
+$2.59M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.45M

Top Sells

1
+$43M
2
+$15M
3
+$2.14M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.14M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.03M

Sector Composition

1 Technology 11.91%
2 Financials 7.74%
3 Healthcare 5.15%
4 Industrials 4.7%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$554K 0.11%
+40,285
152
$552K 0.11%
2,290
+31
153
$550K 0.11%
2,377
-242
154
$548K 0.11%
1,853
+144
155
$544K 0.1%
670
+91
156
$543K 0.1%
5,822
+261
157
$541K 0.1%
6,250
+303
158
$540K 0.1%
764
+94
159
$539K 0.1%
4,041
+219
160
$534K 0.1%
7,819
+3,420
161
$529K 0.1%
43,361
+28,629
162
$520K 0.1%
5,357
+235
163
$513K 0.1%
2,500
+125
164
$513K 0.1%
997
-113
165
$510K 0.1%
1,275
-49
166
$508K 0.1%
1,855
+9
167
$506K 0.1%
8,331
+1,088
168
$501K 0.1%
1,298
+137
169
$500K 0.1%
4,800
+44
170
$499K 0.1%
8,625
+1,191
171
$496K 0.1%
1,813
-21
172
$490K 0.09%
1,112
+6
173
$471K 0.09%
3,367
+91
174
$469K 0.09%
6,472
+26
175
$466K 0.09%
2,144
+68
5 6
7
8 9