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
$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
676
$4K ﹤0.01%
+47
677
$4K ﹤0.01%
+94
678
$4K ﹤0.01%
+136
679
$4K ﹤0.01%
+66
680
$4K ﹤0.01%
+169
681
$4K ﹤0.01%
+74
682
$4K ﹤0.01%
+152
683
$4K ﹤0.01%
+77
684
$4K ﹤0.01%
+76
685
$4K ﹤0.01%
+25
686
$4K ﹤0.01%
+117
687
$4K ﹤0.01%
+113
688
$4K ﹤0.01%
+50
689
$3K ﹤0.01%
+34
690
– –
0
691
$3K ﹤0.01%
+94
692
$3K ﹤0.01%
+70
693
$3K ﹤0.01%
+43
694
$3K ﹤0.01%
+61
695
$3K ﹤0.01%
+18
696
$3K ﹤0.01%
+20
697
$3K ﹤0.01%
+59
698
$3K ﹤0.01%
+93
699
$3K ﹤0.01%
+93
700
$3K ﹤0.01%
+250
26 27
28
29 30