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
526
$8K ﹤0.01%
81
+30
527
$8K ﹤0.01%
179
+171
528
$8K ﹤0.01%
207
-27
529
$8K ﹤0.01%
209
530
$8K ﹤0.01%
90
+26
531
$8K ﹤0.01%
472
532
$8K ﹤0.01%
44
+14
533
$8K ﹤0.01%
192
534
$8K ﹤0.01%
308
535
$8K ﹤0.01%
150
-200
536
$8K ﹤0.01%
53
+48
537
$8K ﹤0.01%
158
-45
538
$8K ﹤0.01%
238
-24
539
$8K ﹤0.01%
76
+71
540
$8K ﹤0.01%
2,180
+475
541
$8K ﹤0.01%
100
542
$8K ﹤0.01%
165
-32
543
$8K ﹤0.01%
503
+87
544
$8K ﹤0.01%
60
+24
545
$8K ﹤0.01%
209
546
$8K ﹤0.01%
+3
547
$8K ﹤0.01%
254
-20
548
$8K ﹤0.01%
473
549
$8K ﹤0.01%
70
550
$7K ﹤0.01%
186
20 21
22
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