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

Top Buys

1
+$3.85M
2
+$1.06M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$780K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$723K

Top Sells

1
+$494K
2
+$480K
3
+$393K
4
CAT icon
Caterpillar
CAT
+$269K
5
CHL
China Mobile Limited
CHL
+$259K

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%
330
652
$5K ﹤0.01%
108
+64
653
$4K ﹤0.01%
190
654
$4K ﹤0.01%
30
655
$4K ﹤0.01%
94
656
$4K ﹤0.01%
+200
657
$4K ﹤0.01%
144
-42
658
$4K ﹤0.01%
220
+130
659
$4K ﹤0.01%
1,128
660
$4K ﹤0.01%
44
661
$4K ﹤0.01%
379
662
$4K ﹤0.01%
107
663
$4K ﹤0.01%
97
664
$4K ﹤0.01%
46
665
$4K ﹤0.01%
34
666
$4K ﹤0.01%
52
+30
667
$4K ﹤0.01%
69
668
$4K ﹤0.01%
+42
669
$4K ﹤0.01%
105
670
$4K ﹤0.01%
218
-691
671
$4K ﹤0.01%
26
672
$4K ﹤0.01%
304
673
$4K ﹤0.01%
106
+60
674
$4K ﹤0.01%
95
-2,763
675
$4K ﹤0.01%
106
+60
25 26
27
28 29