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
201
$298K 0.06%
649
+7
202
$298K 0.06%
11,083
+85
203
$296K 0.06%
676
+161
204
$294K 0.06%
+4,876
205
$292K 0.06%
4,504
+222
206
$289K 0.06%
26,342
+1,131
207
$287K 0.06%
2,739
208
$283K 0.06%
727
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209
$278K 0.06%
10,286
-8
210
$273K 0.05%
4,350
+110
211
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1,369
+115
212
$267K 0.05%
+2,067
213
$263K 0.05%
3,035
+571
214
$263K 0.05%
3,534
-455
215
$262K 0.05%
8,277
-20,029
216
$259K 0.05%
6,140
217
$258K 0.05%
2,251
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218
$256K 0.05%
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219
$255K 0.05%
1,640
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220
$252K 0.05%
798
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221
$250K 0.05%
4,399
-116
222
$250K 0.05%
2,861
-523
223
$248K 0.05%
974
+46
224
$248K 0.05%
+73,927
225
$248K 0.05%
1,773
+191
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9
10 11