LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
+$85.3M
2
+$29M
3
+$13.6M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$12.9M
5
PG icon
Procter & Gamble
PG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.07%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
+390
477
$10K ﹤0.01%
+699
478
$10K ﹤0.01%
+600
479
$10K ﹤0.01%
+97
480
$10K ﹤0.01%
+1,307
481
$10K ﹤0.01%
+453
482
$10K ﹤0.01%
+204
483
$10K ﹤0.01%
+172
484
$10K ﹤0.01%
+197
485
$10K ﹤0.01%
+339
486
$10K ﹤0.01%
+909
487
$10K ﹤0.01%
+1,000
488
$10K ﹤0.01%
+402
489
$10K ﹤0.01%
+132
490
$10K ﹤0.01%
+33
491
$10K ﹤0.01%
+214
492
$10K ﹤0.01%
+422
493
$10K ﹤0.01%
+175
494
$10K ﹤0.01%
+169
495
$10K ﹤0.01%
+131
496
$9K ﹤0.01%
+94
497
$9K ﹤0.01%
+511
498
$9K ﹤0.01%
+473
499
$9K ﹤0.01%
+147
500
$9K ﹤0.01%
+66
18 19
20
21 22