LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$85.3M
2
+$29M
3
+$13.6M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$12.9M
5
PG icon
Procter & Gamble
PG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.07%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8K ﹤0.01%
+163
527
$8K ﹤0.01%
+134
528
$8K ﹤0.01%
+127
529
$8K ﹤0.01%
+35
530
$8K ﹤0.01%
+216
531
$8K ﹤0.01%
+70
532
$8K ﹤0.01%
+385
533
$8K ﹤0.01%
+170
534
$8K ﹤0.01%
+38
535
$8K ﹤0.01%
+210
536
$8K ﹤0.01%
+440
537
$8K ﹤0.01%
+210
538
$8K ﹤0.01%
+478
539
$8K ﹤0.01%
+200
540
$8K ﹤0.01%
+148
541
$8K ﹤0.01%
+97
542
$8K ﹤0.01%
+234
543
$8K ﹤0.01%
+215
544
$8K ﹤0.01%
+472
545
$8K ﹤0.01%
+471
546
$8K ﹤0.01%
+192
547
$8K ﹤0.01%
+308
548
$8K ﹤0.01%
+623
549
$8K ﹤0.01%
+248
550
$8K ﹤0.01%
+110
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