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
551
$8K ﹤0.01%
+185
552
$8K ﹤0.01%
+344
553
$8K ﹤0.01%
+416
554
$8K ﹤0.01%
+59
555
$8K ﹤0.01%
+274
556
$7K ﹤0.01%
+184
557
$7K ﹤0.01%
+36
558
$7K ﹤0.01%
+132
559
$7K ﹤0.01%
+70
560
$7K ﹤0.01%
+71
561
$7K ﹤0.01%
+166
562
$7K ﹤0.01%
+152
563
$7K ﹤0.01%
+69
564
$7K ﹤0.01%
+123
565
$7K ﹤0.01%
+153
566
$7K ﹤0.01%
+375
567
$7K ﹤0.01%
+208
568
$7K ﹤0.01%
+682
569
$7K ﹤0.01%
+70
570
$7K ﹤0.01%
+34
571
$7K ﹤0.01%
+96
572
$7K ﹤0.01%
+636
573
$7K ﹤0.01%
+312
574
$7K ﹤0.01%
+747
575
$7K ﹤0.01%
+58
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