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
251
$48K 0.02%
+528
252
$46K 0.02%
+672
253
$46K 0.02%
+629
254
$45K 0.02%
+850
255
$45K 0.02%
+323
256
$45K 0.02%
+1,140
257
$44K 0.02%
+305
258
$44K 0.02%
+559
259
$43K 0.02%
+915
260
$43K 0.02%
+653
261
$43K 0.02%
+661
262
$43K 0.02%
+1,460
263
$43K 0.02%
+320
264
$43K 0.02%
+818
265
$42K 0.02%
+466
266
$42K 0.02%
+293
267
$42K 0.02%
+1,252
268
$42K 0.02%
+333
269
$41K 0.02%
+437
270
$41K 0.02%
+321
271
$41K 0.02%
+873
272
$41K 0.02%
+695
273
$41K 0.02%
+656
274
$41K 0.02%
+246
275
$41K 0.02%
+271
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