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
451
$11K ﹤0.01%
+259
452
$11K ﹤0.01%
+85
453
$11K ﹤0.01%
+349
454
$11K ﹤0.01%
+78
455
$11K ﹤0.01%
+250
456
$11K ﹤0.01%
+353
457
$11K ﹤0.01%
+43
458
$11K ﹤0.01%
+232
459
$11K ﹤0.01%
+125
460
$11K ﹤0.01%
+203
461
$11K ﹤0.01%
+123
462
$11K ﹤0.01%
+630
463
$11K ﹤0.01%
+238
464
$11K ﹤0.01%
+102
465
$11K ﹤0.01%
+40
466
$10K ﹤0.01%
+132
467
$10K ﹤0.01%
+33
468
$10K ﹤0.01%
+214
469
$10K ﹤0.01%
+422
470
$10K ﹤0.01%
+175
471
$10K ﹤0.01%
+1,307
472
$10K ﹤0.01%
+70
473
$10K ﹤0.01%
+173
474
$10K ﹤0.01%
+144
475
$10K ﹤0.01%
+626
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