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
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.27M
3
+$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1
+$765K
2
+$640K
3
+$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

Sector Composition

1 Financials 8.75%
2 Consumer Staples 4.36%
3 Technology 3.3%
4 Healthcare 2.78%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6K ﹤0.01%
108
677
$6K ﹤0.01%
+15
678
$6K ﹤0.01%
221
679
$6K ﹤0.01%
436
680
$6K ﹤0.01%
173
+55
681
$6K ﹤0.01%
77
682
$6K ﹤0.01%
200
683
$5K ﹤0.01%
565
684
$5K ﹤0.01%
44
685
$5K ﹤0.01%
45
-1
686
$5K ﹤0.01%
330
687
$5K ﹤0.01%
130
+91
688
$5K ﹤0.01%
220
689
$5K ﹤0.01%
52
690
$5K ﹤0.01%
105
691
$5K ﹤0.01%
116
692
$5K ﹤0.01%
304
693
$5K ﹤0.01%
+300
694
$5K ﹤0.01%
318
+265
695
$5K ﹤0.01%
38
696
$5K ﹤0.01%
969
697
$5K ﹤0.01%
41
698
$5K ﹤0.01%
51
699
$5K ﹤0.01%
250
700
$5K ﹤0.01%
30
26 27
28
29 30