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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$85.3M
2
+$29M
3
+$13.6M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$12.9M
5
PG icon
Procter & Gamble
PG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.07%
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%
+116
652
$5K ﹤0.01%
+80
653
$5K ﹤0.01%
+565
654
$5K ﹤0.01%
+107
655
$5K ﹤0.01%
+526
656
$5K ﹤0.01%
+51
657
$5K ﹤0.01%
+304
658
$5K ﹤0.01%
+108
659
$4K ﹤0.01%
+190
660
$4K ﹤0.01%
+60
661
$4K ﹤0.01%
+30
662
$4K ﹤0.01%
+94
663
$4K ﹤0.01%
+48
664
$4K ﹤0.01%
+1,128
665
$4K ﹤0.01%
+44
666
$4K ﹤0.01%
+379
667
$4K ﹤0.01%
+97
668
$4K ﹤0.01%
+46
669
$4K ﹤0.01%
+330
670
$4K ﹤0.01%
+69
671
$4K ﹤0.01%
+41
672
$4K ﹤0.01%
+26
673
$4K ﹤0.01%
+143
674
$4K ﹤0.01%
+1,000
675
$4K ﹤0.01%
+90
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