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
501
$9K ﹤0.01%
183
+60
502
$9K ﹤0.01%
585
-51
503
$9K ﹤0.01%
416
+14
504
$9K ﹤0.01%
528
505
$9K ﹤0.01%
108
506
$9K ﹤0.01%
344
507
$9K ﹤0.01%
460
508
$9K ﹤0.01%
243
-96
509
$9K ﹤0.01%
446
-36
510
$8K ﹤0.01%
+174
511
$8K ﹤0.01%
2,180
+475
512
$8K ﹤0.01%
100
513
$8K ﹤0.01%
165
-32
514
$8K ﹤0.01%
503
+87
515
$8K ﹤0.01%
60
+24
516
$8K ﹤0.01%
209
517
$8K ﹤0.01%
+3
518
$8K ﹤0.01%
254
-20
519
$8K ﹤0.01%
38
+13
520
$8K ﹤0.01%
636
521
$8K ﹤0.01%
1,529
+1,215
522
$8K ﹤0.01%
157
-16
523
$8K ﹤0.01%
473
524
$8K ﹤0.01%
156
-1,372
525
$8K ﹤0.01%
163
19 20
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