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
351
$22K 0.01%
+431
352
$22K 0.01%
+943
353
$22K 0.01%
+73
354
$21K 0.01%
+945
355
$21K 0.01%
+361
356
$21K 0.01%
+571
357
$21K 0.01%
+1,600
358
$21K 0.01%
+180
359
$21K 0.01%
+578
360
$21K 0.01%
+573
361
$21K 0.01%
+525
362
$21K 0.01%
+630
363
$21K 0.01%
+817
364
$20K 0.01%
+40
365
$20K 0.01%
+804
366
$20K 0.01%
+2,255
367
$20K 0.01%
+245
368
$19K 0.01%
+252
369
$19K 0.01%
+146
370
$19K 0.01%
+275
371
$19K 0.01%
+114
372
$19K 0.01%
+350
373
$19K 0.01%
+350
374
$18K 0.01%
+176
375
$18K 0.01%
+852
13 14
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