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
$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
201
$359K 0.07%
+1,685
202
$358K 0.07%
101
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203
$358K 0.07%
616
-33
204
$357K 0.07%
748
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205
$357K 0.07%
12,479
+1,396
206
$356K 0.07%
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207
$353K 0.07%
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208
$346K 0.07%
1,110
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209
$343K 0.07%
+5,577
210
$343K 0.07%
2,502
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211
$343K 0.07%
732
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212
$342K 0.07%
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213
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2,739
214
$333K 0.06%
16,536
215
$331K 0.06%
+4,387
216
$330K 0.06%
2,595
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217
$330K 0.06%
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218
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219
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840
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220
$326K 0.06%
2,283
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221
$324K 0.06%
1,279
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222
$321K 0.06%
3,176
+315
223
$320K 0.06%
1,998
+225
224
$319K 0.06%
4,037
+503
225
$314K 0.06%
1,200
-125
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9
10 11