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
$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
551
$7K ﹤0.01%
186
+2
552
$7K ﹤0.01%
379
-132
553
$7K ﹤0.01%
186
554
$7K ﹤0.01%
70
555
$7K ﹤0.01%
71
556
$7K ﹤0.01%
66
-3
557
$7K ﹤0.01%
123
558
$7K ﹤0.01%
+259
559
$7K ﹤0.01%
675
+88
560
$7K ﹤0.01%
385
561
$7K ﹤0.01%
96
562
$7K ﹤0.01%
71
+30
563
$7K ﹤0.01%
+369
564
$7K ﹤0.01%
329
-168
565
$7K ﹤0.01%
+150
566
$7K ﹤0.01%
143
567
$7K ﹤0.01%
141
-34
568
$7K ﹤0.01%
28
569
$7K ﹤0.01%
471
570
$7K ﹤0.01%
+151
571
$7K ﹤0.01%
63
572
$7K ﹤0.01%
58
573
$7K ﹤0.01%
+98
574
$7K ﹤0.01%
248
575
$7K ﹤0.01%
283
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21 22
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