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
676
$4K ﹤0.01%
38
+20
677
$4K ﹤0.01%
51
+28
678
$4K ﹤0.01%
58
+32
679
$4K ﹤0.01%
98
-55
680
$4K ﹤0.01%
93
681
$4K ﹤0.01%
47
682
$4K ﹤0.01%
33
683
$4K ﹤0.01%
169
684
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50
685
$4K ﹤0.01%
150
686
$4K ﹤0.01%
+100
687
$3K ﹤0.01%
60
688
$3K ﹤0.01%
88
+60
689
$3K ﹤0.01%
43
690
$3K ﹤0.01%
61
691
$3K ﹤0.01%
+30
692
$3K ﹤0.01%
20
693
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54
694
$3K ﹤0.01%
17
695
$3K ﹤0.01%
6
696
$3K ﹤0.01%
152
697
$3K ﹤0.01%
118
+98
698
$3K ﹤0.01%
318
699
$3K ﹤0.01%
107
-95
700
$3K ﹤0.01%
20
26 27
28
29 30