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
$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%
446
-36
502
$9K ﹤0.01%
51
503
$9K ﹤0.01%
453
504
$9K ﹤0.01%
623
505
$9K ﹤0.01%
183
+60
506
$9K ﹤0.01%
416
+14
507
$9K ﹤0.01%
528
508
$9K ﹤0.01%
108
509
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510
$8K ﹤0.01%
157
-16
511
$8K ﹤0.01%
156
-1,372
512
$8K ﹤0.01%
163
513
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134
514
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61
+44
515
$8K ﹤0.01%
153
516
$8K ﹤0.01%
699
517
$8K ﹤0.01%
215
-44
518
$8K ﹤0.01%
70
519
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38
+13
520
$8K ﹤0.01%
636
521
$8K ﹤0.01%
58
+18
522
$8K ﹤0.01%
200
523
$8K ﹤0.01%
+174
524
$8K ﹤0.01%
164
+126
525
$8K ﹤0.01%
1,529
+1,215
19 20
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