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
$328M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.88M
3
+$1.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M
5
HD icon
Home Depot
HD
+$1.03M

Top Sells

1
+$2.08M
2
+$1.52M
3
+$1.11M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$964K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$486K

Sector Composition

1 Consumer Staples 5.04%
2 Technology 4.64%
3 Financials 4.45%
4 Healthcare 2.41%
5 Industrials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 31.91%
1,641,282
-23,813
2
$34.4M 10.5%
455,844
-12,764
3
$30.5M 9.31%
447,892
-1,089
4
$17M 5.18%
426,647
-2,912
5
$16.3M 4.98%
295,674
-8,805
6
$13M 3.95%
93,252
-8,001
7
$10.8M 3.3%
179,419
-2,184
8
$8.58M 2.62%
207,378
+16,891
9
$6.63M 2.02%
161,101
+11,058
10
$6.1M 1.86%
52,670
+1,370
11
$5.6M 1.71%
102,456
-733
12
$5.17M 1.58%
97,948
+4,964
13
$3.29M 1%
15,651
+400
14
$3.23M 0.99%
33,597
+271
15
$2.96M 0.9%
104,084
-1,874
16
$2.02M 0.62%
56,302
+3,331
17
$1.92M 0.58%
17,434
+109
18
$1.89M 0.58%
+5,636
19
$1.88M 0.57%
+11,960
20
$1.59M 0.49%
41,784
-477
21
$1.38M 0.42%
+9,259
22
$1.34M 0.41%
62,871
-2,301
23
$1.19M 0.36%
+32,170
24
$1.05M 0.32%
40,746
-1,266
25
$1.03M 0.31%
+3,704
1
2 3 4 5