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
326
$28K 0.01%
1,305
327
$28K 0.01%
428
+60
328
$28K 0.01%
504
329
$28K 0.01%
196
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330
$27K 0.01%
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-334
331
$27K 0.01%
390
332
$27K 0.01%
186
+25
333
$27K 0.01%
300
334
$27K 0.01%
200
335
$27K 0.01%
1,197
+36
336
$26K 0.01%
187
+11
337
$26K 0.01%
620
+20
338
$26K 0.01%
207
+92
339
$26K 0.01%
300
340
$26K 0.01%
135
341
$26K 0.01%
1,210
342
$26K 0.01%
450
343
$26K 0.01%
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344
$26K 0.01%
594
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345
$25K 0.01%
106
-2,409
346
$25K 0.01%
262
347
$25K 0.01%
+194
348
$25K 0.01%
339
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349
$24K 0.01%
308
+46
350
$24K 0.01%
692
+4
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14
15 16