LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

Sector Composition

1 Financials 8.75%
2 Consumer Staples 4.36%
3 Technology 3.3%
4 Healthcare 2.78%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
83
+28
652
$6K ﹤0.01%
108
653
$6K ﹤0.01%
221
654
$6K ﹤0.01%
80
655
$6K ﹤0.01%
+225
656
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208
657
$6K ﹤0.01%
+769
658
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170
+65
659
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35
660
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107
661
$6K ﹤0.01%
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662
$6K ﹤0.01%
80
663
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100
664
$6K ﹤0.01%
273
665
$6K ﹤0.01%
128
+31
666
$6K ﹤0.01%
72
667
$6K ﹤0.01%
1,419
+737
668
$6K ﹤0.01%
63
669
$6K ﹤0.01%
218
-177
670
$6K ﹤0.01%
74
671
$6K ﹤0.01%
112
672
$6K ﹤0.01%
44
+10
673
$6K ﹤0.01%
65
674
$6K ﹤0.01%
+46
675
$6K ﹤0.01%
100
25 26
27
28 29