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
351
$22K 0.01%
+431
352
$22K 0.01%
+2,022
353
$22K 0.01%
+106
354
$21K 0.01%
+630
355
$21K 0.01%
+945
356
$21K 0.01%
+817
357
$21K 0.01%
+525
358
$21K 0.01%
+573
359
$21K 0.01%
+578
360
$21K 0.01%
+180
361
$21K 0.01%
+1,600
362
$21K 0.01%
+571
363
$21K 0.01%
+361
364
$20K 0.01%
+245
365
$20K 0.01%
+2,255
366
$20K 0.01%
+804
367
$20K 0.01%
+40
368
$19K 0.01%
+114
369
$19K 0.01%
+350
370
$19K 0.01%
+350
371
$19K 0.01%
+275
372
$19K 0.01%
+146
373
$19K 0.01%
+252
374
$18K 0.01%
+138
375
$18K 0.01%
+381
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