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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.07M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$765K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$729K

Top Sells

1
+$479K
2
+$369K
3
+$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

Sector Composition

1 Financials 9.26%
2 Consumer Staples 3.85%
3 Technology 3.07%
4 Healthcare 2.97%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56K 0.02%
988
+935
227
$55K 0.02%
1,107
+246
228
$55K 0.02%
226
+132
229
$54K 0.02%
529
-783
230
$53K 0.02%
3,216
-2,176
231
$53K 0.02%
273
232
$53K 0.02%
873
+98
233
$53K 0.02%
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234
$52K 0.02%
2,133
+72
235
$51K 0.02%
236
-28
236
$50K 0.02%
367
237
$50K 0.02%
466
238
$50K 0.02%
704
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239
$50K 0.02%
400
240
$50K 0.02%
320
241
$49K 0.02%
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242
$48K 0.02%
986
243
$48K 0.02%
712
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244
$48K 0.02%
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245
$47K 0.02%
8,400
+1,520
246
$47K 0.02%
585
247
$47K 0.02%
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248
$47K 0.02%
613
-30
249
$46K 0.02%
866
+16
250
$44K 0.02%
395
-1,019
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