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
201
$292K 0.05%
3,468
+204
202
$290K 0.05%
2,342
-163
203
$286K 0.05%
628
+71
204
$284K 0.05%
505
+60
205
$284K 0.05%
3,166
-77
206
$283K 0.05%
1,132
207
$273K 0.05%
1,680
208
$273K 0.05%
4,240
-70
209
$269K 0.05%
4,515
+871
210
$265K 0.05%
25,211
+1,109
211
$263K 0.05%
758
+11
212
$260K 0.05%
10,294
213
$258K 0.05%
+4,273
214
$256K 0.05%
1,474
-17
215
$253K 0.05%
+648
216
$252K 0.05%
5,559
-714
217
$250K 0.05%
1,687
+106
218
$248K 0.05%
5,382
-552
219
$246K 0.05%
+1,087
220
$246K 0.05%
+928
221
$246K 0.05%
91
+3
222
$245K 0.05%
+5,372
223
$245K 0.05%
1,941
+126
224
$243K 0.05%
11,881
+323
225
$242K 0.05%
3,342
-93
7 8
9
10 11