LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
+$85.3M
2
+$29M
3
+$13.6M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$12.9M
5
PG icon
Procter & Gamble
PG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.07%
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%
+1,248
377
$18K 0.01%
+909
378
$18K 0.01%
+665
379
$18K 0.01%
+1,060
380
$18K 0.01%
+487
381
$18K 0.01%
+460
382
$18K 0.01%
+266
383
$18K 0.01%
+316
384
$18K 0.01%
+852
385
$18K 0.01%
+176
386
$17K 0.01%
+472
387
$17K 0.01%
+723
388
$17K 0.01%
+290
389
$17K 0.01%
+69
390
$17K 0.01%
+303
391
$17K 0.01%
+1,210
392
$17K 0.01%
+427
393
$17K 0.01%
+1,683
394
$17K 0.01%
+104
395
$17K 0.01%
+430
396
$16K 0.01%
+37
397
$16K 0.01%
+258
398
$16K 0.01%
+1,009
399
$16K 0.01%
+520
400
$16K 0.01%
+82
14 15
16
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