LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$3.85M
2
+$1.06M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$780K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$723K

Top Sells

1
+$494K
2
+$480K
3
+$393K
4
CAT icon
Caterpillar
CAT
+$269K
5
CHL
China Mobile Limited
CHL
+$259K

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
401
$14K 0.01%
237
402
$14K 0.01%
408
-5,487
403
$14K 0.01%
331
404
$14K 0.01%
99
405
$14K 0.01%
1,035
+14
406
$14K 0.01%
221
407
$14K 0.01%
+500
408
$14K 0.01%
297
409
$14K 0.01%
744
410
$13K 0.01%
1,059
411
$13K 0.01%
186
+5
412
$13K 0.01%
115
+30
413
$13K 0.01%
365
+16
414
$13K 0.01%
395
+194
415
$13K 0.01%
185
-90
416
$13K 0.01%
230
-2,160
417
$13K 0.01%
162
+30
418
$13K 0.01%
80
419
$13K 0.01%
43
420
$13K 0.01%
+564
421
$13K 0.01%
362
422
$13K 0.01%
400
423
$13K 0.01%
+4,921
424
$12K ﹤0.01%
78
425
$12K ﹤0.01%
244
15 16
17
18 19