LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

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
551
$9K ﹤0.01%
88
-9
552
$9K ﹤0.01%
86
+5
553
$9K ﹤0.01%
207
+112
554
$9K ﹤0.01%
162
+19
555
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-31
556
$9K ﹤0.01%
209
557
$9K ﹤0.01%
142
-60
558
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84
-6
559
$9K ﹤0.01%
33
+5
560
$9K ﹤0.01%
472
561
$9K ﹤0.01%
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562
$9K ﹤0.01%
418
-205
563
$9K ﹤0.01%
204
564
$9K ﹤0.01%
+1,005
565
$9K ﹤0.01%
695
+110
566
$9K ﹤0.01%
137
567
$9K ﹤0.01%
416
568
$9K ﹤0.01%
528
569
$9K ﹤0.01%
+107
570
$9K ﹤0.01%
371
+58
571
$9K ﹤0.01%
196
+10
572
$9K ﹤0.01%
142
-30
573
$9K ﹤0.01%
241
-103
574
$9K ﹤0.01%
135
+59
575
$9K ﹤0.01%
490
+111
21 22
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