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
501
$9K ﹤0.01%
+232
502
$9K ﹤0.01%
+587
503
$9K ﹤0.01%
+259
504
$9K ﹤0.01%
+44
505
$9K ﹤0.01%
+577
506
$9K ﹤0.01%
+2,575
507
$9K ﹤0.01%
+45
508
$9K ﹤0.01%
+255
509
$9K ﹤0.01%
+497
510
$9K ﹤0.01%
+201
511
$9K ﹤0.01%
+209
512
$9K ﹤0.01%
+1,540
513
$9K ﹤0.01%
+290
514
$9K ﹤0.01%
+325
515
$9K ﹤0.01%
+51
516
$9K ﹤0.01%
+301
517
$9K ﹤0.01%
+108
518
$8K ﹤0.01%
+291
519
$8K ﹤0.01%
+216
520
$8K ﹤0.01%
+70
521
$8K ﹤0.01%
+385
522
$8K ﹤0.01%
+38
523
$8K ﹤0.01%
+210
524
$8K ﹤0.01%
+440
525
$8K ﹤0.01%
+210
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