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
326
$25K 0.01%
450
-245
327
$25K 0.01%
1,456
-193
328
$25K 0.01%
1,161
+216
329
$24K 0.01%
300
330
$24K 0.01%
165
-1,701
331
$24K 0.01%
218
332
$24K 0.01%
390
333
$24K 0.01%
+481
334
$24K 0.01%
+1,900
335
$24K 0.01%
2,968
+1,661
336
$23K 0.01%
500
337
$23K 0.01%
176
338
$23K 0.01%
135
-36
339
$23K 0.01%
2,000
340
$23K 0.01%
164
-4
341
$23K 0.01%
792
-130
342
$23K 0.01%
368
-29
343
$23K 0.01%
600
344
$22K 0.01%
3,239
+2,705
345
$22K 0.01%
571
346
$22K 0.01%
1,210
347
$22K 0.01%
431
348
$22K 0.01%
190
349
$22K 0.01%
1,020
+297
350
$22K 0.01%
1,000
12 13
14
15 16