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
$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
301
$29K 0.01%
1,293
302
$28K 0.01%
475
-178
303
$28K 0.01%
1,153
304
$28K 0.01%
1,000
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305
$28K 0.01%
192
306
$27K 0.01%
259
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307
$27K 0.01%
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308
$27K 0.01%
141
309
$27K 0.01%
441
310
$27K 0.01%
200
311
$27K 0.01%
684
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312
$26K 0.01%
504
313
$26K 0.01%
600
314
$26K 0.01%
131
315
$26K 0.01%
503
316
$26K 0.01%
1,305
317
$26K 0.01%
382
318
$25K 0.01%
294
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319
$25K 0.01%
500
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320
$25K 0.01%
262
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$25K 0.01%
688
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322
$25K 0.01%
288
323
$25K 0.01%
161
324
$25K 0.01%
300
325
$25K 0.01%
73
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