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
176
$245K 0.06%
+696
177
$243K 0.06%
4,175
-861
178
$242K 0.06%
1,736
+90
179
$236K 0.05%
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180
$232K 0.05%
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181
$232K 0.05%
5,933
-1,041
182
$232K 0.05%
+2,763
183
$231K 0.05%
+1,312
184
$228K 0.05%
2,109
-408
185
$227K 0.05%
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186
$227K 0.05%
4,786
+157
187
$227K 0.05%
+4,455
188
$226K 0.05%
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189
$226K 0.05%
938
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190
$226K 0.05%
+1,297
191
$220K 0.05%
10,000
192
$218K 0.05%
2,285
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193
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194
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195
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196
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3,525
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197
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5,007
-432
198
$205K 0.05%
3,206
-67
199
$203K 0.05%
+5,592
200
$203K 0.05%
+1,218
5 6 7
8
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