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
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.27M
3
+$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1
+$765K
2
+$640K
3
+$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

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%
410
+100
652
$6K ﹤0.01%
+225
653
$6K ﹤0.01%
208
654
$6K ﹤0.01%
+769
655
$6K ﹤0.01%
60
656
$6K ﹤0.01%
80
657
$6K ﹤0.01%
100
658
$6K ﹤0.01%
273
659
$6K ﹤0.01%
128
+31
660
$6K ﹤0.01%
72
661
$6K ﹤0.01%
1,419
+737
662
$6K ﹤0.01%
63
663
$6K ﹤0.01%
218
-177
664
$6K ﹤0.01%
74
665
$6K ﹤0.01%
+46
666
$6K ﹤0.01%
100
667
$6K ﹤0.01%
150
668
$6K ﹤0.01%
+60
669
$6K ﹤0.01%
176
670
$6K ﹤0.01%
67
671
$6K ﹤0.01%
89
672
$6K ﹤0.01%
90
673
$6K ﹤0.01%
27
674
$6K ﹤0.01%
45
675
$6K ﹤0.01%
83
+28
25 26
27
28 29