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LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$3.14M
3
+$1.67M
4
XC icon
WisdomTree True Emerging Markets Fund
XC
+$1.15M
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$821K

Top Sells

1
+$28.7M
2
+$12.9M
3
+$3.46M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.1M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$983K

Sector Composition

1 Technology 9.74%
2 Financials 6.03%
3 Healthcare 4.65%
4 Consumer Staples 4.27%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-11,313
277
– –
-1,114
278
– –
-1,087
279
– –
-1,985
280
– –
-699
281
– –
-5,382
282
– –
-292,722
8 9 10 11
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