LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$3.85M
2
+$1.06M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$780K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$723K

Top Sells

1
+$494K
2
+$480K
3
+$393K
4
CAT icon
Caterpillar
CAT
+$269K
5
CHL
China Mobile Limited
CHL
+$259K

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%
41
+1
352
$21K 0.01%
180
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$21K 0.01%
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+50
354
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355
$20K 0.01%
361
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300
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358
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+15
359
$20K 0.01%
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+250
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$20K 0.01%
665
361
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114
362
$20K 0.01%
245
363
$19K 0.01%
256
-2,703
364
$19K 0.01%
178
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365
$19K 0.01%
530
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366
$19K 0.01%
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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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$18K 0.01%
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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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