LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
+$85.3M
2
+$29M
3
+$13.6M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$12.9M
5
PG icon
Procter & Gamble
PG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.07%
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%
+382
327
$26K 0.01%
+232
328
$26K 0.01%
+168
329
$26K 0.01%
+504
330
$26K 0.01%
+600
331
$26K 0.01%
+145
332
$26K 0.01%
+119
333
$26K 0.01%
+161
334
$26K 0.01%
+141
335
$26K 0.01%
+300
336
$26K 0.01%
+500
337
$25K 0.01%
+290
338
$25K 0.01%
+288
339
$24K 0.01%
+600
340
$24K 0.01%
+1,000
341
$24K 0.01%
+676
342
$24K 0.01%
+120
343
$23K 0.01%
+94
344
$23K 0.01%
+190
345
$23K 0.01%
+2,000
346
$23K 0.01%
+390
347
$23K 0.01%
+134
348
$22K 0.01%
+131
349
$22K 0.01%
+73
350
$22K 0.01%
+943
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