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
501
$9K ﹤0.01%
+587
502
$9K ﹤0.01%
+259
503
$9K ﹤0.01%
+44
504
$9K ﹤0.01%
+577
505
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+2,575
506
$9K ﹤0.01%
+45
507
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+255
508
$9K ﹤0.01%
+497
509
$9K ﹤0.01%
+201
510
$9K ﹤0.01%
+209
511
$9K ﹤0.01%
+1,540
512
$9K ﹤0.01%
+290
513
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514
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515
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516
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517
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+511
518
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519
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520
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+248
521
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+344
522
$8K ﹤0.01%
+416
523
$8K ﹤0.01%
+472
524
$8K ﹤0.01%
+471
525
$8K ﹤0.01%
+170