LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$3.85M
2
+$1.06M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$780K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$723K

Top Sells

1
+$494K
2
+$480K
3
+$393K
4
CAT icon
Caterpillar
CAT
+$269K
5
CHL
China Mobile Limited
CHL
+$259K

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
501
$9K ﹤0.01%
623
502
$9K ﹤0.01%
183
+60
503
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416
+14
504
$9K ﹤0.01%
528
505
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108
506
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507
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460
508
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243
-96
509
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446
-36
510
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-16
511
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90
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512
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60
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515
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+3
516
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254
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156
-1,372
518
$8K ﹤0.01%
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519
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520
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61
+44
521
$8K ﹤0.01%
153
522
$8K ﹤0.01%
699
523
$8K ﹤0.01%
215
-44
524
$8K ﹤0.01%
70
525
$8K ﹤0.01%
38
+13
19 20
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