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
251
$202K 0.04%
+455
252
$201K 0.04%
+4,700
253
$156K 0.03%
11,599
+903
254
$134K 0.03%
10,702
-2,428
255
$119K 0.02%
17,968
256
$101K 0.02%
12,096
+1,552
257
$94.7K 0.02%
17,647
-3,820
258
$94.1K 0.02%
12,251
+2,055
259
$87.7K 0.02%
+11,257
260
$81.4K 0.02%
11,045
-56
261
$79.7K 0.01%
10,370
262
$79.2K 0.01%
35,994
-1,898
263
– –
-1,577
264
– –
-3,198
265
– –
-15,230
266
– –
-15,302
267
– –
-3,955
268
– –
-10,286
269
– –
-1,122
270
– –
-3,987
7 8 9 10
11