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
251
$44K 0.02%
209
252
$43K 0.02%
492
+68
253
$43K 0.02%
987
+339
254
$43K 0.02%
342
+9
255
$43K 0.02%
2,487
+321
256
$42K 0.02%
1,146
257
$42K 0.02%
390
+90
258
$42K 0.02%
646
-5
259
$41K 0.02%
323
260
$41K 0.02%
271
261
$40K 0.02%
286
+22
262
$40K 0.02%
298
263
$40K 0.02%
1,305
-155
264
$40K 0.02%
768
-50
265
$40K 0.02%
450
-27
266
$39K 0.02%
915
267
$39K 0.02%
610
268
$39K 0.02%
873
269
$39K 0.02%
305
270
$38K 0.02%
270
-23
271
$37K 0.01%
629
272
$37K 0.01%
850
273
$37K 0.01%
1,773
274
$37K 0.01%
246
275
$37K 0.01%
653
9 10
11
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