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
$278M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.43M
3
+$3.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.18M
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$2.15M

Top Sells

1
+$11.1M
2
+$2.03M
3
+$1.58M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.57M
5
AEM icon
Agnico Eagle Mines
AEM
+$819K

Sector Composition

1 Consumer Staples 4.6%
2 Financials 4.19%
3 Technology 3.4%
4 Real Estate 0.84%
5 Energy 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 36.28%
1,665,095
-183,127
2
$32.5M 11.69%
468,608
+81,616
3
$29.7M 10.66%
448,981
-23,817
4
$16.2M 5.8%
429,559
+144,487
5
$15.8M 5.69%
304,479
+3,867
6
$12.1M 4.35%
101,253
+1,570
7
$10.4M 3.73%
181,603
+58,219
8
$7.98M 2.87%
190,487
+14,134
9
$6.27M 2.25%
150,043
+18,941
10
$5.3M 1.91%
103,189
+41,795
11
$4.68M 1.68%
51,300
-60
12
$4.43M 1.59%
92,984
+45,781
13
$3.13M 1.13%
33,326
+1,435
14
$3.1M 1.12%
15,251
+1,135
15
$2.92M 1.05%
105,958
-73,678
16
$2.08M 0.75%
31,371
17
$1.95M 0.7%
52,971
+1,422
18
$1.82M 0.66%
17,325
-55
19
$1.59M 0.57%
42,261
-510
20
$1.26M 0.45%
65,172
-104
21
$1.06M 0.38%
17,786
-513
22
$977K 0.35%
42,012
+471
23
$896K 0.32%
12,799
-121
24
$848K 0.3%
27,331
+5,716
25
$820K 0.29%
13,470
1
2 3