LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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%
116
627
$5K ﹤0.01%
526
628
$5K ﹤0.01%
75
629
$5K ﹤0.01%
150
630
$5K ﹤0.01%
108
631
$5K ﹤0.01%
176
+112
632
$5K ﹤0.01%
67
633
$5K ﹤0.01%
42
-96
634
$5K ﹤0.01%
90
635
$5K ﹤0.01%
440
+74
636
$5K ﹤0.01%
843
+96
637
$5K ﹤0.01%
194
+132
638
$5K ﹤0.01%
27
-5
639
$5K ﹤0.01%
45
-16
640
$5K ﹤0.01%
283
-37
641
$5K ﹤0.01%
436
642
$5K ﹤0.01%
77
643
$5K ﹤0.01%
135
644
$5K ﹤0.01%
76
645
$5K ﹤0.01%
25
646
$5K ﹤0.01%
200
647
$5K ﹤0.01%
312
648
$5K ﹤0.01%
41
649
$5K ﹤0.01%
+60
650
$5K ﹤0.01%
199
24 25
26
27 28