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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.07M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$765K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$729K

Top Sells

1
+$479K
2
+$369K
3
+$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

Sector Composition

1 Financials 9.26%
2 Consumer Staples 3.85%
3 Technology 3.07%
4 Healthcare 2.97%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5K ﹤0.01%
+60
652
$5K ﹤0.01%
199
653
$4K ﹤0.01%
150
654
$4K ﹤0.01%
97
655
$4K ﹤0.01%
46
656
$4K ﹤0.01%
34
657
$4K ﹤0.01%
190
658
$4K ﹤0.01%
30
659
$4K ﹤0.01%
94
660
$4K ﹤0.01%
+200
661
$4K ﹤0.01%
144
-42
662
$4K ﹤0.01%
220
+130
663
$4K ﹤0.01%
1,128
664
$4K ﹤0.01%
44
665
$4K ﹤0.01%
379
666
$4K ﹤0.01%
+100
667
$4K ﹤0.01%
107
668
$4K ﹤0.01%
52
+30
669
$4K ﹤0.01%
69
670
$4K ﹤0.01%
+42
671
$4K ﹤0.01%
105
672
$4K ﹤0.01%
218
-691
673
$4K ﹤0.01%
26
674
$4K ﹤0.01%
304
675
$4K ﹤0.01%
106
+60
25 26
27
28 29