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
$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 8.74%
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
26
$921K 0.35%
4,824
+113
27
$914K 0.35%
10,063
-750
28
$911K 0.35%
19,118
-82
29
$898K 0.34%
8,521
+531
30
$830K 0.32%
38,490
+63
31
$826K 0.31%
4,960
32
$752K 0.29%
6,832
+4,618
33
$706K 0.27%
13,527
+413
34
$691K 0.26%
5,486
+80
35
$648K 0.25%
12,218
-444
36
$626K 0.24%
12,642
+40
37
$617K 0.23%
3,736
+2
38
$609K 0.23%
3,062
+110
39
$598K 0.23%
27,506
+408
40
$586K 0.22%
13,734
+440
41
$585K 0.22%
8,597
-506
42
$580K 0.22%
4,159
-242
43
$575K 0.22%
11,744
+20
44
$549K 0.21%
1,962
+45
45
$544K 0.21%
29,511
-835
46
$524K 0.2%
6,504
+203
47
$521K 0.2%
7,832
-159
48
$509K 0.19%
34,746
+8,804
49
$495K 0.19%
9,136
50
$488K 0.19%
5,380
+1,960
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2
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