LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
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
+$86.8M
2
+$29.4M
3
+$14M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$13.2M
5
PG icon
Procter & Gamble
PG
+$7.65M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.08%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$32K 0.01%
+189
302
$31K 0.01%
+6,213
303
$31K 0.01%
+822
304
$31K 0.01%
+4,312
305
$31K 0.01%
+461
306
$30K 0.01%
+356
307
$30K 0.01%
+3,523
308
$30K 0.01%
+1,649
309
$30K 0.01%
+1,293
310
$29K 0.01%
+171
311
$29K 0.01%
+666
312
$29K 0.01%
+503
313
$29K 0.01%
+217
314
$29K 0.01%
+200
315
$29K 0.01%
+922
316
$28K 0.01%
+1,072
317
$28K 0.01%
+397
318
$28K 0.01%
+192
319
$27K 0.01%
+370
320
$27K 0.01%
+300
321
$27K 0.01%
+218
322
$27K 0.01%
+83
323
$27K 0.01%
+1,000
324
$27K 0.01%
+1,305
325
$27K 0.01%
+2,400
11 12
13
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