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
451
$11K ﹤0.01%
164
452
$11K ﹤0.01%
1,731
453
$10K ﹤0.01%
259
454
$10K ﹤0.01%
62
-58
455
$10K ﹤0.01%
66
456
$10K ﹤0.01%
1,000
457
$10K ﹤0.01%
264
+173
458
$10K ﹤0.01%
138
+37
459
$10K ﹤0.01%
390
460
$10K ﹤0.01%
294
+84
461
$10K ﹤0.01%
43
+9
462
$10K ﹤0.01%
44
463
$10K ﹤0.01%
600
464
$10K ﹤0.01%
97
465
$10K ﹤0.01%
237
+23
466
$10K ﹤0.01%
577
467
$10K ﹤0.01%
422
468
$10K ﹤0.01%
387
+34
469
$10K ﹤0.01%
367
470
$10K ﹤0.01%
397
+72
471
$10K ﹤0.01%
232
472
$10K ﹤0.01%
129
+6
473
$10K ﹤0.01%
238
474
$10K ﹤0.01%
102
475
$10K ﹤0.01%
204
17 18
19
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