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
$521M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.45M
3
+$3.29M
4
TFC icon
Truist Financial
TFC
+$2.59M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.45M

Top Sells

1
+$43M
2
+$15M
3
+$2.14M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.14M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.03M

Sector Composition

1 Technology 11.91%
2 Financials 7.74%
3 Healthcare 5.15%
4 Industrials 4.7%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.6M 9.71%
719,616
-544
2
$45.6M 8.75%
583,769
-27,436
3
$24.7M 4.74%
234,369
-408,168
4
$19.2M 3.7%
366,592
+10,394
5
$18.6M 3.58%
509,040
-39,235
6
$16.3M 3.13%
441,010
-2,451
7
$16.3M 3.13%
550,653
+118,420
8
$16M 3.07%
230,380
-5,944
9
$14.5M 2.78%
75,207
+5,205
10
$11.9M 2.28%
31,594
+1,845
11
$11.6M 2.23%
216,064
-10,510
12
$11.4M 2.19%
77,645
-1,444
13
$10.7M 2.05%
209,400
-42,012
14
$7M 1.35%
41,177
+807
15
$5.79M 1.11%
12,119
-85
16
$5.45M 1.05%
77,467
-213,805
17
$5.26M 1.01%
106,150
+10,440
18
$4.85M 0.93%
31,901
+3,097
19
$4.72M 0.91%
60,455
-5,886
20
$3.79M 0.73%
10,718
+713
21
$3.72M 0.71%
15,673
-1,403
22
$3.68M 0.71%
66,459
-21,251
23
$3.45M 0.66%
+65,367
24
$3.37M 0.65%
24,140
+1,218
25
$3.31M 0.64%
23,480
+1,546
1
2 3 4 5