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
426
$12K ﹤0.01%
331
+174
427
$12K ﹤0.01%
1,065
+56
428
$12K ﹤0.01%
71
-875
429
$12K ﹤0.01%
78
430
$12K ﹤0.01%
323
431
$12K ﹤0.01%
155
432
$12K ﹤0.01%
290
433
$12K ﹤0.01%
153
+28
434
$12K ﹤0.01%
333
-154
435
$12K ﹤0.01%
105
436
$11K ﹤0.01%
+453
437
$11K ﹤0.01%
70
438
$11K ﹤0.01%
144
439
$11K ﹤0.01%
1,029
-993
440
$11K ﹤0.01%
216
441
$11K ﹤0.01%
488
442
$11K ﹤0.01%
78
+26
443
$11K ﹤0.01%
49
+14
444
$11K ﹤0.01%
640
445
$11K ﹤0.01%
64
446
$11K ﹤0.01%
218
+48
447
$11K ﹤0.01%
1,324
-2,199
448
$11K ﹤0.01%
+329
449
$11K ﹤0.01%
630
450
$11K ﹤0.01%
67
+24
16 17
18
19 20