LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

Sector Composition

1 Financials 8.75%
2 Consumer Staples 4.36%
3 Technology 3.3%
4 Healthcare 2.78%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58K 0.02%
1,098
227
$57K 0.02%
667
-46
228
$57K 0.02%
+3,688
229
$57K 0.02%
3,000
230
$57K 0.02%
873
231
$57K 0.02%
283
+47
232
$56K 0.02%
290
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233
$56K 0.02%
794
234
$56K 0.02%
998
+345
235
$55K 0.02%
466
236
$55K 0.02%
1,205
+41
237
$55K 0.02%
3,065
238
$55K 0.02%
300
-369
239
$55K 0.02%
680
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240
$54K 0.02%
379
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241
$54K 0.02%
1,465
+319
242
$54K 0.02%
400
243
$54K 0.02%
3,160
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244
$53K 0.02%
2,142
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245
$52K 0.02%
738
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246
$52K 0.02%
670
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247
$51K 0.02%
273
248
$51K 0.02%
344
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249
$51K 0.02%
975
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250
$50K 0.02%
778
+337
8 9
10
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