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
26
$784K 0.32%
+4,960
27
$766K 0.31%
+5,486
28
$743K 0.31%
+47,857
29
$713K 0.29%
+8,527
30
$701K 0.29%
+38,259
31
$676K 0.28%
+8,233
32
$666K 0.27%
+7,787
33
$661K 0.27%
+4,507
34
$650K 0.27%
+13,000
35
$604K 0.25%
+13,100
36
$598K 0.25%
+10,520
37
$583K 0.24%
+14,984
38
$565K 0.23%
+2,983
39
$545K 0.22%
+10,132
40
$526K 0.22%
+4,508
41
$520K 0.21%
+11,053
42
$519K 0.21%
+6,409
43
$516K 0.21%
+13,425
44
$511K 0.21%
+6,079
45
$508K 0.21%
+4,555
46
$479K 0.2%
+10,455
47
$477K 0.2%
+7,085
48
$477K 0.2%
+6,681
49
$475K 0.2%
+9,136
50
$467K 0.19%
+12,216
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