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
251
$50K 0.02%
316
+11
252
$50K 0.02%
237
+28
253
$49K 0.02%
550
-1,354
254
$49K 0.02%
516
-48
255
$49K 0.02%
858
-3,123
256
$48K 0.02%
1,133
+218
257
$48K 0.02%
1,279
-46
258
$47K 0.02%
671
-1,731
259
$47K 0.02%
317
-3
260
$45K 0.02%
1,086
261
$45K 0.02%
1,276
-29
262
$44K 0.02%
390
263
$44K 0.02%
298
264
$44K 0.02%
271
265
$44K 0.02%
873
266
$43K 0.02%
488
-4
267
$43K 0.02%
850
268
$43K 0.02%
395
269
$42K 0.02%
220
+9
270
$42K 0.02%
+359
271
$42K 0.02%
2,487
272
$41K 0.02%
189
+12
273
$41K 0.02%
7,178
+1,992
274
$41K 0.02%
755
-13
275
$40K 0.02%
459
+14
9 10
11
12 13