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
$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
476
$10K ﹤0.01%
376
477
$10K ﹤0.01%
172
478
$9K ﹤0.01%
238
+30
479
$9K ﹤0.01%
352
-43
480
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38
481
$9K ﹤0.01%
32
-37
482
$9K ﹤0.01%
545
+105
483
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312
484
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-13
485
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121
486
$9K ﹤0.01%
55
-11
487
$9K ﹤0.01%
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+64
488
$9K ﹤0.01%
469
-157
489
$9K ﹤0.01%
94
490
$9K ﹤0.01%
232
491
$9K ﹤0.01%
45
492
$9K ﹤0.01%
97
493
$9K ﹤0.01%
+6
494
$9K ﹤0.01%
253
+52
495
$9K ﹤0.01%
202
+5
496
$9K ﹤0.01%
1,540
497
$9K ﹤0.01%
51
498
$9K ﹤0.01%
229
-67
499
$9K ﹤0.01%
453
500
$9K ﹤0.01%
623
18 19
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