LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

Sector Composition

1 Financials 8.75%
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%
560
+24
302
$33K 0.01%
246
303
$32K 0.01%
323
304
$32K 0.01%
718
-269
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
-41
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
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321
$29K 0.01%
668
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322
$28K 0.01%
628
+534
323
$28K 0.01%
119
324
$28K 0.01%
288
325
$28K 0.01%
88
+15
11 12
13
14 15