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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$1.06M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$780K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$723K

Top Sells

1
+$494K
2
+$480K
3
+$393K
4
CAT icon
Caterpillar
CAT
+$269K
5
CHL
China Mobile Limited
CHL
+$259K

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
301
$29K 0.01%
1,293
302
$28K 0.01%
475
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303
$28K 0.01%
1,153
304
$28K 0.01%
1,000
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305
$28K 0.01%
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306
$27K 0.01%
684
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307
$27K 0.01%
200
308
$27K 0.01%
259
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309
$27K 0.01%
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310
$27K 0.01%
141
311
$27K 0.01%
441
312
$26K 0.01%
131
313
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503
314
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504
315
$26K 0.01%
600
316
$26K 0.01%
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317
$26K 0.01%
382
318
$25K 0.01%
294
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$25K 0.01%
500
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322
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288
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324
$25K 0.01%
300
325
$25K 0.01%
73
11 12
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