LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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%
+312
652
$5K ﹤0.01%
+36
653
$5K ﹤0.01%
+41
654
$5K ﹤0.01%
+209
655
$5K ﹤0.01%
+199
656
$5K ﹤0.01%
+996
657
$5K ﹤0.01%
+45
658
$5K ﹤0.01%
+116
659
$4K ﹤0.01%
+190
660
$4K ﹤0.01%
+74
661
$4K ﹤0.01%
+60
662
$4K ﹤0.01%
+30
663
$4K ﹤0.01%
+94
664
$4K ﹤0.01%
+48
665
$4K ﹤0.01%
+1,128
666
$4K ﹤0.01%
+44
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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