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
$283M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$928K
3
+$553K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$497K
5
FITB icon
Fifth Third Bancorp
FITB
+$487K

Top Sells

1
+$1.02M
2
+$226K
3
+$221K
4
LLY icon
Eli Lilly
LLY
+$219K
5
BMY icon
Bristol-Myers Squibb
BMY
+$188K

Sector Composition

1 Financials 7.56%
2 Consumer Staples 4.33%
3 Technology 2.5%
4 Healthcare 1.87%
5 Energy 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.38%
41,205
-798
27
$1M 0.35%
39,087
-1,270
28
$987K 0.35%
15,741
29
$979K 0.35%
9,548
-215
30
$973K 0.34%
17,791
-460
31
$948K 0.34%
19,793
+464
32
$938K 0.33%
12,129
-250
33
$892K 0.32%
33,616
-735
34
$875K 0.31%
11,418
-501
35
$860K 0.3%
6,172
-190
36
$859K 0.3%
13,076
+272
37
$821K 0.29%
3,946
-86
38
$794K 0.28%
8,972
-298
39
$782K 0.28%
8,486
+300
40
$762K 0.27%
8,633
-2
41
$722K 0.26%
13,247
-362
42
$717K 0.25%
18,382
43
$706K 0.25%
11,904
44
$672K 0.24%
4,060
45
$670K 0.24%
3,859
+177
46
$662K 0.23%
12,511
-127
47
$657K 0.23%
16,521
-1,065
48
$649K 0.23%
12,750
+590
49
$610K 0.22%
8,319
-141
50
$574K 0.2%
10,620
+1,100
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2
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