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
476
$10K ﹤0.01%
+100
477
$10K ﹤0.01%
+216
478
$10K ﹤0.01%
+67
479
$10K ﹤0.01%
+110
480
$10K ﹤0.01%
+1,000
481
$10K ﹤0.01%
+85
482
$10K ﹤0.01%
+390
483
$10K ﹤0.01%
+699
484
$10K ﹤0.01%
+600
485
$10K ﹤0.01%
+97
486
$10K ﹤0.01%
+190
487
$10K ﹤0.01%
+131
488
$10K ﹤0.01%
+453
489
$10K ﹤0.01%
+204
490
$10K ﹤0.01%
+402
491
$10K ﹤0.01%
+1,000
492
$10K ﹤0.01%
+172
493
$10K ﹤0.01%
+197
494
$10K ﹤0.01%
+339
495
$10K ﹤0.01%
+909
496
$9K ﹤0.01%
+473
497
$9K ﹤0.01%
+147
498
$9K ﹤0.01%
+94
499
$9K ﹤0.01%
+66
500
$9K ﹤0.01%
+232
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