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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$86.8M
2
+$29.4M
3
+$14M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$13.2M
5
PG icon
Procter & Gamble
PG
+$7.65M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.08%
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%
+35
627
$5K ﹤0.01%
+116
628
$5K ﹤0.01%
+526
629
$5K ﹤0.01%
+51
630
$5K ﹤0.01%
+80
631
$5K ﹤0.01%
+35
632
$5K ﹤0.01%
+235
633
$5K ﹤0.01%
+778
634
$5K ﹤0.01%
+565
635
$5K ﹤0.01%
+107
636
$5K ﹤0.01%
+282
637
$5K ﹤0.01%
+63
638
$5K ﹤0.01%
+74
639
$5K ﹤0.01%
+25
640
$5K ﹤0.01%
+40
641
$5K ﹤0.01%
+105
642
$5K ﹤0.01%
+304
643
$5K ﹤0.01%
+150
644
$5K ﹤0.01%
+108
645
$5K ﹤0.01%
+64
646
$5K ﹤0.01%
+67
647
$5K ﹤0.01%
+366
648
$5K ﹤0.01%
+32
649
$5K ﹤0.01%
+33
650
$5K ﹤0.01%
+135
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