LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$7.35M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.84M

Top Sells

1
+$9.36M
2
+$6.39M
3
+$2.12M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$905K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$851K

Sector Composition

1 Technology 6.28%
2 Financials 5.55%
3 Healthcare 3.96%
4 Consumer Staples 3.91%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$262K 0.06%
1,950
+325
177
$261K 0.06%
8,010
-1,027
178
$260K 0.06%
9,226
+354
179
$260K 0.06%
889
+110
180
$259K 0.06%
5,318
+676
181
$256K 0.06%
3,349
+109
182
$254K 0.06%
461
+36
183
$253K 0.06%
1,582
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184
$252K 0.06%
6,538
+570
185
$252K 0.06%
14,696
186
$249K 0.06%
1,732
-989
187
$249K 0.06%
6,702
+117
188
$245K 0.06%
539
+16
189
$240K 0.06%
11,373
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190
$238K 0.06%
10,000
191
$237K 0.06%
2,125
+185
192
$235K 0.06%
879
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193
$232K 0.06%
1,845
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194
$228K 0.05%
3,061
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195
$227K 0.05%
+1,386
196
$227K 0.05%
743
+58
197
$227K 0.05%
+3,700
198
$226K 0.05%
6,106
+9
199
$221K 0.05%
+3,862
200
$220K 0.05%
816
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