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
$436M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$12M
3
+$4.15M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.91M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.31M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$7.23M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$6.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$281K

Sector Composition

1 Technology 7.9%
2 Financials 6.34%
3 Consumer Staples 4.42%
4 Healthcare 3.6%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.1M 16.76%
903,009
-328,796
2
$72.4M 16.6%
676,446
+17,024
3
$52.5M 12.04%
943,968
+74,637
4
$26.3M 6.03%
230,404
+228,036
5
$18.6M 4.27%
242,623
-94,211
6
$15M 3.44%
200,679
+38,960
7
$12.7M 2.91%
77,461
+262
8
$12M 2.75%
+275,119
9
$11.3M 2.59%
63,534
+2,010
10
$6.69M 1.54%
19,891
+1,615
11
$5.6M 1.28%
35,344
+577
12
$3.4M 0.78%
7,130
+441
13
$3.34M 0.77%
68,436
+47,350
14
$3.1M 0.71%
71,248
+11,007
15
$3.04M 0.7%
15,165
+115
16
$2.96M 0.68%
17,780
+900
17
$2.88M 0.66%
107,810
-1,000,266
18
$2.71M 0.62%
39,900
-92,871
19
$2.54M 0.58%
45,145
+390
20
$2.35M 0.54%
39,786
+2,183
21
$2.3M 0.53%
15,880
+1,140
22
$2.23M 0.51%
13,029
+774
23
$2.03M 0.47%
63,488
-2,060
24
$1.99M 0.46%
13,760
+1,180
25
$1.78M 0.41%
60,520
+3,100
1
2 3 4 5