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
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.27M
3
+$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1
+$765K
2
+$640K
3
+$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

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%
84
+47
627
$7K ﹤0.01%
191
+47
628
$7K ﹤0.01%
+279
629
$7K ﹤0.01%
176
630
$7K ﹤0.01%
123
631
$7K ﹤0.01%
198
-61
632
$7K ﹤0.01%
+237
633
$7K ﹤0.01%
58
-12
634
$7K ﹤0.01%
+437
635
$7K ﹤0.01%
+300
636
$7K ﹤0.01%
521
+81
637
$7K ﹤0.01%
248
638
$7K ﹤0.01%
40
639
$7K ﹤0.01%
+1,697
640
$7K ﹤0.01%
169
-69
641
$7K ﹤0.01%
164
+29
642
$6K ﹤0.01%
170
+65
643
$6K ﹤0.01%
35
644
$6K ﹤0.01%
80
645
$6K ﹤0.01%
107
646
$6K ﹤0.01%
112
647
$6K ﹤0.01%
44
+10
648
$6K ﹤0.01%
65
649
$6K ﹤0.01%
+124
650
$6K ﹤0.01%
236
24 25
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