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
376
$18K 0.01%
+381
377
$18K 0.01%
+1,248
378
$18K 0.01%
+909
379
$18K 0.01%
+665
380
$18K 0.01%
+266
381
$18K 0.01%
+316
382
$18K 0.01%
+1,060
383
$18K 0.01%
+138
384
$18K 0.01%
+487
385
$18K 0.01%
+460
386
$17K 0.01%
+430
387
$17K 0.01%
+104
388
$17K 0.01%
+1,683
389
$17K 0.01%
+427
390
$17K 0.01%
+1,210
391
$17K 0.01%
+303
392
$17K 0.01%
+69
393
$17K 0.01%
+290
394
$17K 0.01%
+723
395
$17K 0.01%
+472
396
$16K 0.01%
+347
397
$16K 0.01%
+194
398
$16K 0.01%
+37
399
$16K 0.01%
+258
400
$16K 0.01%
+1,009
14 15
16
17 18