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
301
$33K 0.01%
445
+63
302
$33K 0.01%
1,293
303
$32K 0.01%
718
-269
304
$32K 0.01%
323
305
$32K 0.01%
+92
306
$32K 0.01%
666
307
$32K 0.01%
550
+47
308
$31K 0.01%
328
+7
309
$31K 0.01%
822
310
$31K 0.01%
610
311
$31K 0.01%
705
+270
312
$31K 0.01%
1,238
-174
313
$31K 0.01%
180
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314
$30K 0.01%
6,058
-155
315
$30K 0.01%
1,086
-232
316
$30K 0.01%
1,072
317
$30K 0.01%
141
318
$30K 0.01%
192
319
$30K 0.01%
+2,700
320
$29K 0.01%
314
+20
321
$29K 0.01%
668
+68
322
$28K 0.01%
504
323
$28K 0.01%
196
+31
324
$28K 0.01%
628
+534
325
$28K 0.01%
119
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