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
$464M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.8M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$1.25M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$956K

Top Sells

1
+$10M
2
+$9.85M
3
+$7.46M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.83M

Sector Composition

1 Technology 6.63%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.6%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$303K 0.07%
+4,319
177
$302K 0.07%
+1,262
178
$302K 0.07%
2,279
+547
179
$298K 0.06%
413
+8
180
$296K 0.06%
7,180
-713
181
$294K 0.06%
+2,298
182
$292K 0.06%
+1,638
183
$291K 0.06%
+6,372
184
$286K 0.06%
2,042
+92
185
$286K 0.06%
+2,790
186
$283K 0.06%
2,186
+61
187
$279K 0.06%
+11,260
188
$278K 0.06%
11,476
+103
189
$278K 0.06%
1,679
+216
190
$272K 0.06%
3,555
+494
191
$270K 0.06%
1,869
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192
$269K 0.06%
10,937
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193
$265K 0.06%
3,959
-19
194
$263K 0.06%
1,732
-585
195
$262K 0.06%
1,776
+277
196
$259K 0.06%
1,477
+35
197
$258K 0.06%
2,112
+278
198
$258K 0.06%
+971
199
$258K 0.06%
+3,071
200
$256K 0.06%
+3,434
6 7
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