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
$365M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.88M
3
+$2.86M
4
GD icon
General Dynamics
GD
+$338K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$324K

Top Sells

1
+$12.8M
2
+$8.15M
3
+$2.18M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.59M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.04M

Sector Composition

1 Financials 5.98%
2 Technology 5.61%
3 Consumer Staples 4.02%
4 Industrials 2.72%
5 Healthcare 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$83.5M 22.88%
1,206,784
-31,517
2
$75.1M 20.59%
820,294
+31,388
3
$41.1M 11.27%
851,902
+59,300
4
$23M 6.3%
315,139
-948
5
$14.1M 3.86%
195,724
-43
6
$10.5M 2.89%
77,817
+22
7
$8.85M 2.42%
+337,732
8
$7.51M 2.06%
115,759
+4,283
9
$6.59M 1.81%
53,939
+930
10
$4.9M 1.34%
32,207
-1,937
11
$3.96M 1.09%
16,817
+1,302
12
$3.09M 0.85%
17,626
+97
13
$2.54M 0.7%
6,391
+447
14
$2.44M 0.67%
44,035
+1,922
15
$2.38M 0.65%
63,602
+300
16
$2.2M 0.6%
14,220
+1,140
17
$2.07M 0.57%
68,086
-17,819
18
$1.87M 0.51%
11,369
+1,931
19
$1.73M 0.47%
33,145
+2,765
20
$1.51M 0.41%
23,577
+1,925
21
$1.34M 0.37%
41,556
+813
22
$1.22M 0.33%
3,988
+216
23
$1.2M 0.33%
11,056
+664
24
$1.19M 0.32%
13,046
-372
25
$1.18M 0.32%
3,170
+200
1
2 3 4 5