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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.07M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$765K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$729K

Top Sells

1
+$479K
2
+$369K
3
+$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

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
551
$7K ﹤0.01%
141
-34
552
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28
553
$7K ﹤0.01%
471
554
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+151
555
$7K ﹤0.01%
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556
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557
$7K ﹤0.01%
+98
558
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+2
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560
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561
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562
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565
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66
-3
566
$7K ﹤0.01%
123
567
$7K ﹤0.01%
+259
568
$7K ﹤0.01%
675
+88
569
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385
570
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571
$7K ﹤0.01%
71
+30
572
$7K ﹤0.01%
+369
573
$7K ﹤0.01%
329
-168
574
$7K ﹤0.01%
+150
575
$7K ﹤0.01%
143
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