LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$85.3M
2
+$29M
3
+$13.6M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$12.9M
5
PG icon
Procter & Gamble
PG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.07%
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%
+78
452
$11K ﹤0.01%
+250
453
$11K ﹤0.01%
+353
454
$11K ﹤0.01%
+43
455
$11K ﹤0.01%
+232
456
$11K ﹤0.01%
+125
457
$11K ﹤0.01%
+203
458
$11K ﹤0.01%
+123
459
$11K ﹤0.01%
+630
460
$11K ﹤0.01%
+102
461
$11K ﹤0.01%
+376
462
$11K ﹤0.01%
+528
463
$11K ﹤0.01%
+40
464
$11K ﹤0.01%
+164
465
$11K ﹤0.01%
+105
466
$10K ﹤0.01%
+1,307
467
$10K ﹤0.01%
+70
468
$10K ﹤0.01%
+173
469
$10K ﹤0.01%
+144
470
$10K ﹤0.01%
+626
471
$10K ﹤0.01%
+100
472
$10K ﹤0.01%
+216
473
$10K ﹤0.01%
+67
474
$10K ﹤0.01%
+110
475
$10K ﹤0.01%
+1,000
17 18
19
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