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
326
$26K 0.01%
+500
327
$26K 0.01%
+504
328
$26K 0.01%
+600
329
$26K 0.01%
+145
330
$26K 0.01%
+119
331
$26K 0.01%
+161
332
$26K 0.01%
+141
333
$26K 0.01%
+300
334
$26K 0.01%
+168
335
$26K 0.01%
+232
336
$26K 0.01%
+382
337
$25K 0.01%
+288
338
$25K 0.01%
+290
339
$24K 0.01%
+120
340
$24K 0.01%
+676
341
$24K 0.01%
+1,000
342
$24K 0.01%
+600
343
$23K 0.01%
+134
344
$23K 0.01%
+390
345
$23K 0.01%
+2,000
346
$23K 0.01%
+190
347
$23K 0.01%
+94
348
$22K 0.01%
+131
349
$22K 0.01%
+106
350
$22K 0.01%
+2,022
12 13
14
15 16