LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Fund
S&P 500
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%
105
677
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218
-691
678
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26
679
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304
680
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106
+60
681
$4K ﹤0.01%
95
-2,763
682
$4K ﹤0.01%
106
+60
683
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38
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684
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33
685
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50
686
$4K ﹤0.01%
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687
$3K ﹤0.01%
17
688
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105
689
$3K ﹤0.01%
132
690
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94
691
$3K ﹤0.01%
58
+6
692
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693
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+30
694
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695
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696
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+200
697
$3K ﹤0.01%
250
698
$3K ﹤0.01%
55
-76
699
$3K ﹤0.01%
51
700
$3K ﹤0.01%
66
26 27
28
29 30