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
276
$36K 0.01%
+3,350
277
$36K 0.01%
211
278
$36K 0.01%
545
+84
279
$35K 0.01%
6,213
280
$35K 0.01%
1,318
-377
281
$35K 0.01%
1,294
-2,892
282
$35K 0.01%
1,412
-492
283
$34K 0.01%
605
-4
284
$34K 0.01%
5,186
+874
285
$34K 0.01%
445
+1
286
$33K 0.01%
4,201
+134
287
$33K 0.01%
341
-96
288
$33K 0.01%
221
+186
289
$32K 0.01%
225
-5
290
$32K 0.01%
822
291
$32K 0.01%
177
+32
292
$31K 0.01%
+1,000
293
$31K 0.01%
203
+14
294
$31K 0.01%
376
+86
295
$30K 0.01%
119
296
$30K 0.01%
341
297
$29K 0.01%
321
298
$29K 0.01%
666
299
$29K 0.01%
536
-120
300
$29K 0.01%
+1,761
10 11
12
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