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
$500M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.04M
3
+$1.59M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$1.1M
5
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$779K

Top Sells

1
+$28.7M
2
+$12.6M
3
+$3.32M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.07M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$946K

Sector Composition

1 Technology 9.74%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.27%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$375K 0.07%
579
-1
177
$375K 0.07%
670
+165
178
$372K 0.07%
1,147
+76
179
$370K 0.07%
8,260
+174
180
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1,927
+127
181
$365K 0.07%
3,276
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182
$358K 0.07%
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183
$358K 0.07%
2,863
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184
$349K 0.07%
3,732
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185
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-157
186
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187
$345K 0.07%
20,930
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188
$344K 0.07%
2,716
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189
$343K 0.07%
33,021
+1,480
190
$342K 0.07%
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22,154
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192
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193
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1,400
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194
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2,186
-2
195
$325K 0.07%
6,635
-17,790
196
$322K 0.06%
2,405
-14
197
$308K 0.06%
700
+72
198
$308K 0.06%
2,432
+90
199
$305K 0.06%
1,325
+193
200
$299K 0.06%
97
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8
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