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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$86.8M
2
+$29.4M
3
+$14M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$13.2M
5
PG icon
Procter & Gamble
PG
+$7.65M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.08%
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%
+90
677
$4K ﹤0.01%
+47
678
$4K ﹤0.01%
+94
679
$4K ﹤0.01%
+136
680
$4K ﹤0.01%
+66
681
$4K ﹤0.01%
+169
682
$4K ﹤0.01%
+74
683
$4K ﹤0.01%
+152
684
$4K ﹤0.01%
+77
685
$4K ﹤0.01%
+76
686
$4K ﹤0.01%
+25
687
$4K ﹤0.01%
+117
688
$4K ﹤0.01%
+113
689
$3K ﹤0.01%
+534
690
$3K ﹤0.01%
+19
691
$3K ﹤0.01%
+66
692
$3K ﹤0.01%
+105
693
$3K ﹤0.01%
+55
694
$3K ﹤0.01%
+35
695
$3K ﹤0.01%
+132
696
$3K ﹤0.01%
+51
697
$3K ﹤0.01%
+91
698
$3K ﹤0.01%
+59
699
$3K ﹤0.01%
+34
700
– –
0
26 27
28
29 30