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
$521M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.45M
3
+$3.29M
4
TFC icon
Truist Financial
TFC
+$2.59M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.45M

Top Sells

1
+$43M
2
+$15M
3
+$2.14M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.14M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.03M

Sector Composition

1 Technology 11.91%
2 Financials 7.74%
3 Healthcare 5.15%
4 Industrials 4.7%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$453K 0.09%
7,155
+345
177
$452K 0.09%
26,920
+4,766
178
$444K 0.09%
18,135
-1,211
179
$442K 0.08%
8,188
+226
180
$439K 0.08%
2,342
+156
181
$424K 0.08%
16,698
-8,607
182
$423K 0.08%
1,819
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183
$413K 0.08%
4,783
+334
184
$412K 0.08%
1,954
-86
185
$411K 0.08%
32,291
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186
$409K 0.08%
4,807
-736
187
$405K 0.08%
5,154
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188
$402K 0.08%
3,075
+212
189
$398K 0.08%
3,672
+193
190
$398K 0.08%
6,159
+1,283
191
$397K 0.08%
4,717
+1,315
192
$396K 0.08%
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193
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1,410
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194
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4,819
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195
$374K 0.07%
1,250
+37
196
$374K 0.07%
1,975
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197
$374K 0.07%
812
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198
$370K 0.07%
3,056
+340
199
$365K 0.07%
+11,378
200
$361K 0.07%
4,610
+260
6 7
8
9 10