LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

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%
705
-330
453
$13K ﹤0.01%
80
+20
454
$13K ﹤0.01%
93
+6
455
$13K ﹤0.01%
55
+6
456
$13K ﹤0.01%
307
+43
457
$13K ﹤0.01%
126
-12
458
$13K ﹤0.01%
44
+6
459
$13K ﹤0.01%
715
+79
460
$13K ﹤0.01%
236
-54
461
$13K ﹤0.01%
84
+26
462
$13K ﹤0.01%
256
+19
463
$13K ﹤0.01%
80
464
$13K ﹤0.01%
201
+60
465
$13K ﹤0.01%
168
+143
466
$13K ﹤0.01%
630
467
$12K ﹤0.01%
1,029
468
$12K ﹤0.01%
72
+6
469
$12K ﹤0.01%
299
+282
470
$12K ﹤0.01%
82
+34
471
$12K ﹤0.01%
82
+21
472
$12K ﹤0.01%
1,059
473
$12K ﹤0.01%
294
474
$12K ﹤0.01%
40
-3
475
$12K ﹤0.01%
71
17 18
19
20 21