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
201
$252K 0.05%
+16,550
202
$248K 0.05%
21,564
+685
203
$248K 0.05%
+657
204
$248K 0.05%
+2,810
205
$247K 0.05%
1,469
-40
206
$245K 0.05%
+5,887
207
$243K 0.05%
3,294
-55
208
$240K 0.05%
+7,696
209
$239K 0.05%
+970
210
$239K 0.05%
6,105
-597
211
$239K 0.05%
1,486
+100
212
$238K 0.05%
968
+92
213
$236K 0.05%
3,361
-30
214
$235K 0.05%
3,998
+136
215
$235K 0.05%
3,580
-38,466
216
$233K 0.05%
4,144
+50
217
$224K 0.05%
576
-415
218
$221K 0.05%
+1,882
219
$220K 0.05%
+3,038
220
$219K 0.05%
4,978
+5
221
$217K 0.05%
1,385
-197
222
$217K 0.05%
+3,497
223
$213K 0.05%
+2,129
224
$213K 0.05%
+1,432
225
$213K 0.05%
3,287
-413
7 8
9
10 11