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
601
$8K ﹤0.01%
151
602
$8K ﹤0.01%
63
603
$8K ﹤0.01%
308
604
$8K ﹤0.01%
58
605
$8K ﹤0.01%
150
606
$8K ﹤0.01%
135
607
$8K ﹤0.01%
127
-31
608
$8K ﹤0.01%
98
609
$8K ﹤0.01%
80
610
$8K ﹤0.01%
110
611
$8K ﹤0.01%
+265
612
$8K ﹤0.01%
273
613
$8K ﹤0.01%
+50
614
$8K ﹤0.01%
59
615
$7K ﹤0.01%
282
616
$7K ﹤0.01%
142
617
$7K ﹤0.01%
142
+32
618
$7K ﹤0.01%
139
-227
619
$7K ﹤0.01%
199
620
$7K ﹤0.01%
52
+25
621
$7K ﹤0.01%
117
622
$7K ﹤0.01%
199
623
$7K ﹤0.01%
36
624
$7K ﹤0.01%
69
625
$7K ﹤0.01%
150
23 24
25
26 27