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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$1.06M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$780K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$723K

Top Sells

1
+$494K
2
+$480K
3
+$393K
4
CAT icon
Caterpillar
CAT
+$269K
5
CHL
China Mobile Limited
CHL
+$259K

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
626
$5K ﹤0.01%
74
627
$5K ﹤0.01%
+674
628
$5K ﹤0.01%
65
629
$5K ﹤0.01%
116
630
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526
631
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75
632
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633
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634
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+112
635
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67
636
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+132
637
$5K ﹤0.01%
27
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638
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45
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283
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436
641
$5K ﹤0.01%
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642
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76
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25
645
$5K ﹤0.01%
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646
$5K ﹤0.01%
312
647
$5K ﹤0.01%
41
648
$5K ﹤0.01%
+60
649
$5K ﹤0.01%
199
650
$5K ﹤0.01%
330
24 25
26
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