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
376
$17K 0.01%
290
377
$17K 0.01%
103
-31
378
$17K 0.01%
427
379
$17K 0.01%
158
380
$16K 0.01%
500
381
$16K 0.01%
104
382
$16K 0.01%
680
-124
383
$16K 0.01%
435
+180
384
$16K 0.01%
266
385
$16K 0.01%
550
-28
386
$16K 0.01%
+1,000
387
$16K 0.01%
82
388
$15K 0.01%
247
+100
389
$15K 0.01%
37
390
$15K 0.01%
303
391
$15K 0.01%
+400
392
$15K 0.01%
1,248
393
$15K 0.01%
154
394
$15K 0.01%
193
+13
395
$15K 0.01%
+190
396
$15K 0.01%
163
-1
397
$15K 0.01%
224
398
$15K 0.01%
692
+483
399
$15K 0.01%
187
400
$14K 0.01%
124
+24
14 15
16
17 18