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
626
$5K ﹤0.01%
+235
627
$5K ﹤0.01%
+778
628
$5K ﹤0.01%
+282
629
$5K ﹤0.01%
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630
$5K ﹤0.01%
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631
$5K ﹤0.01%
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632
$5K ﹤0.01%
+40
633
$5K ﹤0.01%
+105
634
$5K ﹤0.01%
+526
635
$5K ﹤0.01%
+51
636
$5K ﹤0.01%
+304
637
$5K ﹤0.01%
+150
638
$5K ﹤0.01%
+108
639
$5K ﹤0.01%
+64
640
$5K ﹤0.01%
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641
$5K ﹤0.01%
+30
642
$5K ﹤0.01%
+366
643
$5K ﹤0.01%
+32
644
$5K ﹤0.01%
+33
645
$5K ﹤0.01%
+80
646
$5K ﹤0.01%
+17
647
$5K ﹤0.01%
+320
648
$5K ﹤0.01%
+98
649
$5K ﹤0.01%
+436
650
$5K ﹤0.01%
+969
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