LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$928K
3
+$553K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$497K
5
FITB icon
Fifth Third Bancorp
FITB
+$487K

Top Sells

1
+$1.02M
2
+$226K
3
+$221K
4
LLY icon
Eli Lilly
LLY
+$219K
5
BMY icon
Bristol-Myers Squibb
BMY
+$188K

Sector Composition

1 Financials 7.56%
2 Consumer Staples 4.33%
3 Technology 2.5%
4 Healthcare 1.87%
5 Energy 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-1,567
377
– –
-13
378
– –
-221
379
– –
-50
380
– –
-95
381
– –
-1,057
382
– –
-1,001
383
– –
-17
384
– –
-100
385
– –
-500
386
– –
-988
387
– –
-32
388
– –
-107
389
– –
-550
390
– –
-398
391
– –
-523
392
– –
-37
393
– –
-187
394
– –
-231
395
– –
-14
396
– –
-407
397
– –
-200
398
– –
-464
399
– –
-361
400
– –
-400
14 15
16
17 18