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
$301M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$1.69M
3
+$1.34M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$770K

Top Sells

1
+$525K
2
+$518K
3
+$474K
4
RGLD icon
Royal Gold
RGLD
+$312K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$289K

Sector Composition

1 Financials 7.3%
2 Consumer Staples 4.55%
3 Technology 2.6%
4 Healthcare 1.81%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$122M 40.44%
1,897,861
+65,535
2
$41.8M 13.89%
570,080
+23,108
3
$18.5M 6.14%
275,308
+11,180
4
$16.7M 5.56%
293,140
+18,229
5
$11.1M 3.7%
89,542
+315
6
$7.31M 2.43%
186,753
+9,680
7
$3.69M 1.23%
31,351
-378
8
$3.19M 1.06%
34,826
-555
9
$2.88M 0.96%
51,496
+872
10
$2.78M 0.92%
50,208
+12
11
$2.75M 0.91%
31,371
12
$2.44M 0.81%
17,419
+546
13
$2.29M 0.76%
42,918
-10
14
$2.25M 0.75%
7,526
-852
15
$2M 0.67%
19,968
-315
16
$1.89M 0.63%
9,090
+3,702
17
$1.86M 0.62%
13,359
+2,463
18
$1.81M 0.6%
46,735
-2,150
19
$1.78M 0.59%
50,784
+6,035
20
$1.65M 0.55%
60,128
-7,890
21
$1.5M 0.5%
19,231
-111
22
$1.34M 0.44%
+21,881
23
$1.27M 0.42%
27,372
+721
24
$1.15M 0.38%
22,306
+4,515
25
$1.1M 0.37%
44,895
1
2 3 4 5