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
576
$7K ﹤0.01%
+61
577
$7K ﹤0.01%
+43
578
$7K ﹤0.01%
+273
579
$7K ﹤0.01%
+221
580
$7K ﹤0.01%
+262
581
$7K ﹤0.01%
+1,705
582
$7K ﹤0.01%
+163
583
$7K ﹤0.01%
+199
584
$7K ﹤0.01%
+100
585
$7K ﹤0.01%
+313
586
$7K ﹤0.01%
+250
587
$7K ﹤0.01%
+132
588
$7K ﹤0.01%
+197
589
$7K ﹤0.01%
+28
590
$7K ﹤0.01%
+153
591
$7K ﹤0.01%
+123
592
$6K ﹤0.01%
+69
593
$6K ﹤0.01%
+132
594
$6K ﹤0.01%
+186
595
$6K ﹤0.01%
+211
596
$6K ﹤0.01%
+52
597
$6K ﹤0.01%
+101
598
$6K ﹤0.01%
+273
599
$6K ﹤0.01%
+72
600
$6K ﹤0.01%
+157
22 23
24
25 26