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
401
$16K 0.01%
+520
402
$16K 0.01%
+82
403
$15K 0.01%
+500
404
$15K 0.01%
+155
405
$15K 0.01%
+173
406
$15K 0.01%
+144
407
$15K 0.01%
+237
408
$15K 0.01%
+158
409
$15K 0.01%
+744
410
$15K 0.01%
+331
411
$15K 0.01%
+926
412
$15K 0.01%
+80
413
$15K 0.01%
+154
414
$15K 0.01%
+224
415
$15K 0.01%
+1,000
416
$15K 0.01%
+221
417
$14K 0.01%
+268
418
$14K 0.01%
+1,059
419
$14K 0.01%
+180
420
$14K 0.01%
+164
421
$14K 0.01%
+129
422
$14K 0.01%
+296
423
$14K 0.01%
+142
424
$14K 0.01%
+99
425
$14K 0.01%
+362
15 16
17
18 19