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
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.27M
3
+$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1
+$765K
2
+$640K
3
+$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

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
351
$24K 0.01%
1,090
+700
352
$24K 0.01%
290
-86
353
$23K 0.01%
190
354
$23K 0.01%
1,020
355
$23K 0.01%
1,900
356
$23K 0.01%
1,000
357
$22K 0.01%
324
+161
358
$22K 0.01%
348
+111
359
$22K 0.01%
493
+66
360
$22K 0.01%
288
+21
361
$22K 0.01%
164
362
$22K 0.01%
490
+382
363
$22K 0.01%
630
364
$21K 0.01%
504
-26
365
$21K 0.01%
229
+66
366
$21K 0.01%
1,374
-82
367
$21K 0.01%
245
368
$21K 0.01%
+575
369
$21K 0.01%
82
370
$21K 0.01%
785
-44
371
$21K 0.01%
300
372
$21K 0.01%
41
373
$21K 0.01%
571
374
$21K 0.01%
431
375
$21K 0.01%
500
13 14
15
16 17