LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$85.3M
2
+$29M
3
+$13.6M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$12.9M
5
PG icon
Procter & Gamble
PG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.07%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$41K 0.02%
+651
277
$40K 0.02%
+298
278
$39K 0.02%
+209
279
$39K 0.02%
+1,146
280
$38K 0.02%
+230
281
$38K 0.02%
+648
282
$38K 0.02%
+211
283
$37K 0.02%
+610
284
$37K 0.02%
+1,773
285
$37K 0.02%
+2,166
286
$36K 0.01%
+850
287
$36K 0.01%
+609
288
$36K 0.01%
+653
289
$35K 0.01%
+264
290
$35K 0.01%
+861
291
$35K 0.01%
+497
292
$34K 0.01%
+4,067
293
$34K 0.01%
+424
294
$34K 0.01%
+300
295
$34K 0.01%
+441
296
$33K 0.01%
+6,880
297
$32K 0.01%
+341
298
$32K 0.01%
+1,153
299
$32K 0.01%
+335
300
$32K 0.01%
+444
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