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
601
$6K ﹤0.01%
112
-51
602
$6K ﹤0.01%
240
+31
603
$6K ﹤0.01%
117
604
$6K ﹤0.01%
+26
605
$5K ﹤0.01%
94
-174
606
$5K ﹤0.01%
80
607
$5K ﹤0.01%
144
-40
608
$5K ﹤0.01%
69
609
$5K ﹤0.01%
208
+124
610
$5K ﹤0.01%
35
611
$5K ﹤0.01%
+200
612
$5K ﹤0.01%
48
613
$5K ﹤0.01%
109
-18
614
$5K ﹤0.01%
+938
615
$5K ﹤0.01%
870
+92
616
$5K ﹤0.01%
565
617
$5K ﹤0.01%
35
-111
618
$5K ﹤0.01%
+60
619
$5K ﹤0.01%
+80
620
$5K ﹤0.01%
+100
621
$5K ﹤0.01%
63
622
$5K ﹤0.01%
74
623
$5K ﹤0.01%
+674
624
$5K ﹤0.01%
330
625
$5K ﹤0.01%
110
+51
23 24
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