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
401
$18K 0.01%
550
402
$18K 0.01%
1,060
403
$18K 0.01%
472
404
$18K 0.01%
114
405
$18K 0.01%
187
406
$17K 0.01%
110
+6
407
$17K 0.01%
400
408
$17K 0.01%
162
409
$17K 0.01%
323
410
$17K 0.01%
79
+35
411
$16K 0.01%
+1,683
412
$16K 0.01%
8
-1
413
$16K 0.01%
673
-119
414
$16K 0.01%
93
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415
$16K 0.01%
221
416
$16K 0.01%
108
+42
417
$16K 0.01%
520
-480
418
$16K 0.01%
193
419
$16K 0.01%
190
420
$16K 0.01%
2,137
+813
421
$16K 0.01%
43
422
$16K 0.01%
175
+22
423
$16K 0.01%
99
424
$15K 0.01%
124
425
$15K 0.01%
216
15 16
17
18 19