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
$535M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$18.6M
3
+$13.9M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$9.99M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.57M

Top Sells

1
+$25.6M
2
+$19.6M
3
+$13.1M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$11.9M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.99M

Sector Composition

1 Technology 8.98%
2 Financials 5.3%
3 Healthcare 4.1%
4 Consumer Staples 4.05%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$370K 0.07%
1,921
+78
177
$370K 0.07%
1,071
+22
178
$365K 0.07%
20,250
-545
179
$361K 0.07%
1,465
+208
180
$360K 0.07%
501
+46
181
$360K 0.07%
2,419
+467
182
$353K 0.07%
2,551
+108
183
$349K 0.07%
3,202
+150
184
$348K 0.07%
1,080
+106
185
$341K 0.06%
1,214
+38
186
$340K 0.06%
31,541
-722
187
$339K 0.06%
1,800
+155
188
$333K 0.06%
6,206
+1,369
189
$326K 0.06%
711
+94
190
$325K 0.06%
1,756
+46
191
$323K 0.06%
3,384
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192
$322K 0.06%
3,989
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193
$321K 0.06%
10,998
+11
194
$311K 0.06%
642
+27
195
$309K 0.06%
11,313
-378
196
$308K 0.06%
1,312
+68
197
$303K 0.06%
1,224
+251
198
$301K 0.06%
4,282
-310
199
$298K 0.06%
2,739
200
$298K 0.06%
2,604
+463
6 7
8
9 10