LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

Sector Composition

1 Financials 8.75%
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
476
$12K ﹤0.01%
78
477
$12K ﹤0.01%
51
+6
478
$12K ﹤0.01%
620
479
$12K ﹤0.01%
338
-29
480
$12K ﹤0.01%
84
+42
481
$12K ﹤0.01%
231
-59
482
$12K ﹤0.01%
362
483
$12K ﹤0.01%
67
484
$12K ﹤0.01%
87
+11
485
$12K ﹤0.01%
500
486
$12K ﹤0.01%
1,550
-181
487
$11K ﹤0.01%
679
+39
488
$11K ﹤0.01%
238
489
$11K ﹤0.01%
422
490
$11K ﹤0.01%
312
491
$11K ﹤0.01%
64
492
$11K ﹤0.01%
51
493
$11K ﹤0.01%
232
494
$11K ﹤0.01%
129
495
$11K ﹤0.01%
238
496
$11K ﹤0.01%
270
+87
497
$11K ﹤0.01%
+816
498
$11K ﹤0.01%
108
499
$11K ﹤0.01%
259
500
$11K ﹤0.01%
146
+25
18 19
20
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