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
351
$21K 0.01%
630
352
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41
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$21K 0.01%
180
354
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366
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355
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361
356
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267
+15
357
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500
+250
358
$20K 0.01%
665
359
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300
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360
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-94
361
$20K 0.01%
114
362
$20K 0.01%
245
363
$19K 0.01%
256
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364
$19K 0.01%
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365
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530
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366
$19K 0.01%
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-15
367
$18K 0.01%
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368
$18K 0.01%
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369
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$18K 0.01%
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1,060
373
$18K 0.01%
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374
$18K 0.01%
170
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375
$18K 0.01%
829
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