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
$270M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.71M
3
+$5.25M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$4.81M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.02M

Top Sells

1
+$6.63M
2
+$3.82M
3
+$3.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.06M

Sector Composition

1 Financials 4.6%
2 Consumer Staples 4.6%
3 Technology 3.05%
4 Materials 1.03%
5 Real Estate 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$109M 40.47%
1,848,222
-64,656
2
$30.5M 11.29%
472,798
-102,867
3
$25.1M 9.29%
386,992
+103,648
4
$15.2M 5.64%
300,612
+750
5
$11.8M 4.36%
99,683
+8,284
6
$10.4M 3.84%
285,072
+106,682
7
$7.21M 2.67%
+176,353
8
$6.54M 2.43%
123,384
+75,741
9
$5.25M 1.95%
+131,102
10
$4.81M 1.78%
+179,636
11
$3.77M 1.4%
51,360
+476
12
$3.05M 1.13%
31,891
+463
13
$2.96M 1.1%
+61,394
14
$2.53M 0.94%
14,116
+883
15
$2.06M 0.76%
+47,203
16
$2.02M 0.75%
31,371
17
$1.88M 0.7%
51,549
+1,366
18
$1.85M 0.69%
17,380
-87
19
$1.6M 0.59%
42,771
+1,775
20
$1.58M 0.59%
+16,053
21
$1.22M 0.45%
65,276
+5,077
22
$1.1M 0.41%
18,299
-279
23
$1.09M 0.41%
35,684
-14,964
24
$917K 0.34%
41,541
+279
25
$841K 0.31%
12,920
-1,007
1
2 3 4 5