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
$464M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.8M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$1.25M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$956K

Top Sells

1
+$10M
2
+$9.85M
3
+$7.46M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.92M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.83M

Sector Composition

1 Technology 6.63%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.6%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.2M 15.78%
863,509
-840
2
$46.6M 10.03%
645,936
-31,989
3
$40M 8.62%
800,405
-4,668
4
$27.6M 5.95%
284,577
-101,531
5
$17.3M 3.73%
281,004
+12,401
6
$16.3M 3.5%
+342,539
7
$15.7M 3.38%
247,026
+42,992
8
$14.4M 3.09%
260,477
+14,134
9
$14.1M 3.04%
133,551
+130,342
10
$12.9M 2.78%
400,518
+20,878
11
$12.3M 2.66%
81,339
+2,692
12
$7.67M 1.65%
59,046
-3,811
13
$6.8M 1.47%
148,257
+11,606
14
$6.16M 1.33%
25,670
+5,212
15
$5.12M 1.1%
38,177
+1,881
16
$4.54M 0.98%
23,732
+4,998
17
$3.62M 0.78%
9,432
+1,329
18
$3.02M 0.65%
27,395
+3,589
19
$3.01M 0.65%
17,051
+3,067
20
$2.46M 0.53%
75,063
+4,569
21
$2.34M 0.5%
14,787
-873
22
$2.23M 0.48%
4,204
+396
23
$2.18M 0.47%
50,024
+4,336
24
$2.07M 0.45%
40,386
+5,477
25
$1.98M 0.43%
17,841
+1,775
1
2 3 4 5