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
$418M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$7.35M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.84M

Top Sells

1
+$9.36M
2
+$6.39M
3
+$2.12M
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$905K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$851K

Sector Composition

1 Technology 6.28%
2 Financials 5.55%
3 Healthcare 3.96%
4 Consumer Staples 3.91%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.8M 16.44%
864,349
+134,574
2
$44.8M 10.71%
677,925
-141,608
3
$37.2M 8.89%
386,108
+85,772
4
$35.8M 8.56%
805,073
-143,619
5
$14.1M 3.38%
268,603
+24,514
6
$13.4M 3.19%
246,343
+135,618
7
$11.6M 2.78%
204,034
-37,181
8
$10.4M 2.5%
379,640
+62,318
9
$10M 2.4%
200,250
+25,452
10
$9.93M 2.37%
78,647
+2,434
11
$8.69M 2.08%
62,857
+3,712
12
$7.46M 1.78%
72,657
+14,260
13
$5.26M 1.26%
136,651
+99,661
14
$4.76M 1.14%
20,458
+500
15
$3.92M 0.94%
+53,353
16
$3.79M 0.91%
36,296
+935
17
$3.36M 0.8%
18,734
+15,487
18
$2.91M 0.7%
118,171
+70,931
19
$2.91M 0.69%
8,103
+665
20
$2.61M 0.62%
71,713
+65,259
21
$2.35M 0.56%
+42,046
22
$2.34M 0.56%
15,660
+19
23
$2.28M 0.55%
13,984
-153
24
$2.25M 0.54%
70,494
-857
25
$2.17M 0.52%
19,193
+1,764
1
2 3 4 5