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
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.27M
3
+$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1
+$765K
2
+$640K
3
+$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

Sector Composition

1 Financials 8.75%
2 Consumer Staples 4.36%
3 Technology 3.3%
4 Healthcare 2.78%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K 0.01%
297
452
$13K ﹤0.01%
93
+6
453
$13K ﹤0.01%
55
+6
454
$13K ﹤0.01%
307
+43
455
$13K ﹤0.01%
126
-12
456
$13K ﹤0.01%
44
+6
457
$13K ﹤0.01%
715
+79
458
$13K ﹤0.01%
236
-54
459
$13K ﹤0.01%
84
+26
460
$13K ﹤0.01%
256
+19
461
$13K ﹤0.01%
80
462
$13K ﹤0.01%
201
+60
463
$13K ﹤0.01%
168
+143
464
$13K ﹤0.01%
630
465
$13K ﹤0.01%
705
-330
466
$13K ﹤0.01%
80
+20
467
$12K ﹤0.01%
82
+34
468
$12K ﹤0.01%
78
469
$12K ﹤0.01%
51
+6
470
$12K ﹤0.01%
1,029
471
$12K ﹤0.01%
72
+6
472
$12K ﹤0.01%
299
+282
473
$12K ﹤0.01%
82
+21
474
$12K ﹤0.01%
1,059
475
$12K ﹤0.01%
294
17 18
19
20 21