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
401
$14K 0.01%
237
402
$14K 0.01%
408
-5,487
403
$14K 0.01%
744
404
$14K 0.01%
331
405
$14K 0.01%
99
406
$14K 0.01%
1,035
+14
407
$14K 0.01%
221
408
$14K 0.01%
+500
409
$14K 0.01%
297
410
$13K 0.01%
115
+30
411
$13K 0.01%
365
+16
412
$13K 0.01%
1,059
413
$13K 0.01%
186
+5
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%
200
422
$13K 0.01%
362
423
$13K 0.01%
+4,921
424
$12K ﹤0.01%
244
425
$12K ﹤0.01%
87
+20
15 16
17
18 19