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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.07M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$765K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$729K

Top Sells

1
+$479K
2
+$369K
3
+$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

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%
95
-2,763
677
$4K ﹤0.01%
106
+60
678
$4K ﹤0.01%
38
+20
679
$4K ﹤0.01%
51
+28
680
$4K ﹤0.01%
58
+32
681
$4K ﹤0.01%
98
-55
682
$4K ﹤0.01%
93
683
$4K ﹤0.01%
47
684
$4K ﹤0.01%
33
685
$4K ﹤0.01%
169
686
$4K ﹤0.01%
50
687
$3K ﹤0.01%
60
688
$3K ﹤0.01%
88
+60
689
$3K ﹤0.01%
+109
690
$3K ﹤0.01%
20
691
$3K ﹤0.01%
36
692
$3K ﹤0.01%
+1,200
693
$3K ﹤0.01%
105
694
$3K ﹤0.01%
132
695
$3K ﹤0.01%
+78
696
$3K ﹤0.01%
48
+34
697
$3K ﹤0.01%
24
698
$3K ﹤0.01%
129
-81
699
$3K ﹤0.01%
56
+38
700
$3K ﹤0.01%
94
26 27
28
29 30