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
551
$9K ﹤0.01%
528
552
$9K ﹤0.01%
+107
553
$9K ﹤0.01%
313
-156
554
$9K ﹤0.01%
134
555
$9K ﹤0.01%
1,191
+253
556
$9K ﹤0.01%
232
557
$9K ﹤0.01%
1,169
+299
558
$9K ﹤0.01%
789
+263
559
$9K ﹤0.01%
88
-9
560
$9K ﹤0.01%
86
+5
561
$9K ﹤0.01%
207
+112
562
$9K ﹤0.01%
33
+5
563
$9K ﹤0.01%
192
564
$9K ﹤0.01%
418
-205
565
$9K ﹤0.01%
204
566
$9K ﹤0.01%
+1,005
567
$9K ﹤0.01%
695
+110
568
$9K ﹤0.01%
137
569
$9K ﹤0.01%
416
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
23
24 25