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
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.27M
3
+$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1
+$765K
2
+$640K
3
+$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

Sector Composition

1 Financials 8.75%
2 Consumer Staples 4.36%
3 Technology 3.3%
4 Healthcare 2.78%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$11K ﹤0.01%
312
502
$11K ﹤0.01%
64
503
$11K ﹤0.01%
51
504
$11K ﹤0.01%
232
505
$11K ﹤0.01%
129
506
$11K ﹤0.01%
238
507
$11K ﹤0.01%
270
+87
508
$11K ﹤0.01%
+816
509
$11K ﹤0.01%
108
510
$11K ﹤0.01%
333
511
$11K ﹤0.01%
1,704
-476
512
$11K ﹤0.01%
4,921
513
$11K ﹤0.01%
556
+53
514
$11K ﹤0.01%
+259
515
$11K ﹤0.01%
501
+55
516
$10K ﹤0.01%
130
-14
517
$10K ﹤0.01%
156
518
$10K ﹤0.01%
+2
519
$10K ﹤0.01%
289
+35
520
$10K ﹤0.01%
201
+27
521
$10K ﹤0.01%
194
+30
522
$10K ﹤0.01%
360
-37
523
$10K ﹤0.01%
+728
524
$10K ﹤0.01%
453
525
$10K ﹤0.01%
473
+20
19 20
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