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
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.27M
3
+$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1
+$765K
2
+$640K
3
+$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

Sector Composition

1 Financials 8.74%
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
-51
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%
9,195
238
$55K 0.02%
300
-369
239
$55K 0.02%
680
+34
240
$54K 0.02%
1,465
+319
241
$54K 0.02%
400
242
$54K 0.02%
3,160
+180
243
$54K 0.02%
379
+12
244
$53K 0.02%
2,142
+9
245
$52K 0.02%
738
+26
246
$52K 0.02%
670
+57
247
$51K 0.02%
975
+500
248
$51K 0.02%
344
+74
249
$51K 0.02%
273
250
$50K 0.02%
778
+337
8 9
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