LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

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
626
$7K ﹤0.01%
+237
627
$7K ﹤0.01%
58
-12
628
$7K ﹤0.01%
282
629
$7K ﹤0.01%
142
630
$7K ﹤0.01%
142
+32
631
$7K ﹤0.01%
+437
632
$7K ﹤0.01%
139
-227
633
$7K ﹤0.01%
+300
634
$7K ﹤0.01%
521
+81
635
$7K ﹤0.01%
248
636
$7K ﹤0.01%
+1,697
637
$7K ﹤0.01%
169
-69
638
$7K ﹤0.01%
199
639
$7K ﹤0.01%
52
+25
640
$7K ﹤0.01%
117
641
$7K ﹤0.01%
199
642
$6K ﹤0.01%
+15
643
$6K ﹤0.01%
67
644
$6K ﹤0.01%
89
645
$6K ﹤0.01%
90
646
$6K ﹤0.01%
+124
647
$6K ﹤0.01%
236
648
$6K ﹤0.01%
410
+100
649
$6K ﹤0.01%
27
650
$6K ﹤0.01%
45
24 25
26
27 28