LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
1-Year Return
17.88%
This Quarter Return
+3.81%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$283M
AUM Growth
-$12.4M
(-4.2%)
Cap. Flow
-$22.2M
Cap. Flow
% of AUM
-7.85%
Top 10 Holdings %
Top 10 Hldgs %
76.07%
Holding
1,083
New
1
Increased
48
Reduced
49
Closed
968
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$1.15M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$928K |
| 3 |
Agnico Eagle Mines
AEM
|
+$553K |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$497K |
| 5 |
Fifth Third Bancorp
FITB
|
+$487K |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.02M |
| 2 |
3M
MMM
|
+$226K |
| 3 |
Colgate-Palmolive
CL
|
+$221K |
| 4 |
Eli Lilly
LLY
|
+$219K |
| 5 |
Bristol-Myers Squibb
BMY
|
+$188K |
Sector Composition
| 1 | Financials | 7.56% |
| 2 | Consumer Staples | 4.33% |
| 3 | Technology | 2.5% |
| 4 | Healthcare | 1.87% |
| 5 | Energy | 1.71% |
