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
276
$40K 0.02%
231
+28
277
$39K 0.01%
629
278
$39K 0.01%
1,773
279
$39K 0.01%
545
280
$39K 0.01%
450
281
$38K 0.01%
731
+250
282
$38K 0.01%
585
283
$38K 0.01%
335
+181
284
$37K 0.01%
1,294
285
$37K 0.01%
2,000
286
$36K 0.01%
300
+122
287
$35K 0.01%
1,248
+95
288
$35K 0.01%
+103
289
$34K 0.01%
237
-49
290
$34K 0.01%
+4,800
291
$34K 0.01%
315
-26
292
$34K 0.01%
367
+26
293
$34K 0.01%
605
294
$34K 0.01%
926
+242
295
$34K 0.01%
3,350
296
$33K 0.01%
540
+179
297
$33K 0.01%
506
-198
298
$33K 0.01%
265
+6
299
$33K 0.01%
560
+24
300
$33K 0.01%
246
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