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
526
$10K ﹤0.01%
2,014
-1,225
527
$10K ﹤0.01%
57
-13
528
$10K ﹤0.01%
196
-19
529
$10K ﹤0.01%
102
-861
530
$10K ﹤0.01%
70
531
$10K ﹤0.01%
714
+169
532
$10K ﹤0.01%
44
533
$10K ﹤0.01%
97
534
$10K ﹤0.01%
+189
535
$10K ﹤0.01%
179
536
$10K ﹤0.01%
+334
537
$10K ﹤0.01%
197
-21
538
$10K ﹤0.01%
447
+135
539
$9K ﹤0.01%
473
540
$9K ﹤0.01%
147
-100
541
$9K ﹤0.01%
699
542
$9K ﹤0.01%
38
543
$9K ﹤0.01%
29
-3
544
$9K ﹤0.01%
521
+152
545
$9K ﹤0.01%
162
+19
546
$9K ﹤0.01%
176
-31
547
$9K ﹤0.01%
209
548
$9K ﹤0.01%
142
-60
549
$9K ﹤0.01%
84
-6
550
$9K ﹤0.01%
472
20 21
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