LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
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
26
$821K 0.33%
18,513
-4,024
27
$790K 0.31%
19,200
+6,984
28
$779K 0.31%
4,960
29
$765K 0.3%
+10,590
30
$742K 0.3%
7,990
+203
31
$725K 0.29%
6,702
+2,147
32
$707K 0.28%
38,427
+168
33
$704K 0.28%
5,406
-80
34
$672K 0.27%
13,114
+14
35
$653K 0.26%
4,401
-106
36
$650K 0.26%
12,662
+2,530
37
$643K 0.26%
9,829
+3,420
38
$640K 0.25%
5,125
+617
39
$635K 0.25%
12,602
-398
40
$607K 0.24%
9,103
+2,018
41
$583K 0.23%
27,098
+8,353
42
$576K 0.23%
30,346
+8,035
43
$548K 0.22%
2,515
+2,409
44
$548K 0.22%
3,734
-1,375
45
$531K 0.21%
11,053
46
$528K 0.21%
13,294
-131
47
$523K 0.21%
16,775
+4,510
48
$512K 0.2%
2,952
-31
49
$508K 0.2%
1,917
+794
50
$502K 0.2%
8,639
-1,881
1
2
3 4 5