LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$86.8M
2
+$29.4M
3
+$14M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$13.2M
5
PG icon
Procter & Gamble
PG
+$7.65M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.08%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57K 0.02%
+1,042
227
$57K 0.02%
+560
228
$56K 0.02%
+366
229
$55K 0.02%
+1,086
230
$55K 0.02%
+1,134
231
$54K 0.02%
+2,980
232
$53K 0.02%
+585
233
$53K 0.02%
+348
234
$52K 0.02%
+367
235
$52K 0.02%
+482
236
$52K 0.02%
+643
237
$52K 0.02%
+1,098
238
$51K 0.02%
+1,904
239
$51K 0.02%
+2,061
240
$51K 0.02%
+986
241
$49K 0.02%
+264
242
$49K 0.02%
+775
243
$49K 0.02%
+477
244
$48K 0.02%
+1,166
245
$48K 0.02%
+637
246
$48K 0.02%
+1,695
247
$48K 0.02%
+273
248
$48K 0.02%
+2,520
249
$48K 0.02%
+3,000
250
$48K 0.02%
+794
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