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
426
$14K 0.01%
+1,021
427
$14K 0.01%
+297
428
$13K 0.01%
+66
429
$13K 0.01%
+488
430
$13K 0.01%
+244
431
$13K 0.01%
+323
432
$13K 0.01%
+167
433
$13K 0.01%
+155
434
$13K 0.01%
+214
435
$13K 0.01%
+405
436
$13K 0.01%
+1,731
437
$12K ﹤0.01%
+640
438
$12K ﹤0.01%
+181
439
$12K ﹤0.01%
+395
440
$12K ﹤0.01%
+64
441
$12K ﹤0.01%
+367
442
$12K ﹤0.01%
+200
443
$12K ﹤0.01%
+405
444
$12K ﹤0.01%
+636
445
$12K ﹤0.01%
+187
446
$11K ﹤0.01%
+376
447
$11K ﹤0.01%
+528
448
$11K ﹤0.01%
+164
449
$11K ﹤0.01%
+105
450
$11K ﹤0.01%
+482
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