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
$535M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$18.6M
3
+$13.9M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$9.99M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.57M

Top Sells

1
+$25.6M
2
+$19.6M
3
+$13.1M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$11.9M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.99M

Sector Composition

1 Technology 8.98%
2 Financials 5.3%
3 Healthcare 4.1%
4 Consumer Staples 4.05%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$241K 0.04%
1,065
+28
227
$233K 0.04%
6,273
-235
228
$232K 0.04%
+1,916
229
$230K 0.04%
1,254
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230
$226K 0.04%
3,948
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231
$224K 0.04%
1,289
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232
$223K 0.04%
+1,280
233
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234
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235
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236
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6,140
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237
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238
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973
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239
$214K 0.04%
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240
$214K 0.04%
+1,852
241
$213K 0.04%
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242
$210K 0.04%
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243
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244
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515
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245
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+1,985
246
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247
$204K 0.04%
13,499
+3,174
248
$204K 0.04%
+1,680
249
$203K 0.04%
1,114
+24
250
$202K 0.04%
2,631
-265
7 8 9
10
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