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
376
$21K 0.01%
665
377
$21K 0.01%
+5,333
378
$20K 0.01%
258
379
$20K 0.01%
1,240
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380
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430
381
$20K 0.01%
113
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382
$20K 0.01%
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$20K 0.01%
445
-541
384
$20K 0.01%
170
385
$19K 0.01%
335
386
$19K 0.01%
500
387
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852
388
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239
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389
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$19K 0.01%
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392
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393
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$19K 0.01%
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$18K 0.01%
500
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$18K 0.01%
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89
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400
$18K 0.01%
345
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14 15
16
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