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
651
$5K ﹤0.01%
+969
652
$5K ﹤0.01%
+312
653
$5K ﹤0.01%
+36
654
$5K ﹤0.01%
+45
655
$5K ﹤0.01%
+996
656
$5K ﹤0.01%
+41
657
$5K ﹤0.01%
+209
658
$5K ﹤0.01%
+199
659
$4K ﹤0.01%
+44
660
$4K ﹤0.01%
+50
661
$4K ﹤0.01%
+190
662
$4K ﹤0.01%
+60
663
$4K ﹤0.01%
+30
664
$4K ﹤0.01%
+94
665
$4K ﹤0.01%
+48
666
$4K ﹤0.01%
+1,128
667
$4K ﹤0.01%
+379
668
$4K ﹤0.01%
+97
669
$4K ﹤0.01%
+46
670
$4K ﹤0.01%
+330
671
$4K ﹤0.01%
+69
672
$4K ﹤0.01%
+41
673
$4K ﹤0.01%
+26
674
$4K ﹤0.01%
+143
675
$4K ﹤0.01%
+1,000
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