LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

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%
187
+30
502
$11K ﹤0.01%
196
503
$11K ﹤0.01%
62
504
$11K ﹤0.01%
400
+200
505
$11K ﹤0.01%
235
+186
506
$11K ﹤0.01%
488
507
$11K ﹤0.01%
1,000
508
$11K ﹤0.01%
78
509
$11K ﹤0.01%
+216
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%
453
517
$10K ﹤0.01%
2,014
-1,225
518
$10K ﹤0.01%
57
-13
519
$10K ﹤0.01%
130
-14
520
$10K ﹤0.01%
156
521
$10K ﹤0.01%
+2
522
$10K ﹤0.01%
196
-19
523
$10K ﹤0.01%
102
-861
524
$10K ﹤0.01%
70
525
$10K ﹤0.01%
714
+169
19 20
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