LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

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%
150
677
$6K ﹤0.01%
+60
678
$6K ﹤0.01%
176
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%
33
684
$5K ﹤0.01%
72
-8
685
$5K ﹤0.01%
+111
686
$5K ﹤0.01%
8
+2
687
$5K ﹤0.01%
+205
688
$5K ﹤0.01%
250
689
$5K ﹤0.01%
30
690
$5K ﹤0.01%
127
-373
691
$5K ﹤0.01%
+154
692
$5K ﹤0.01%
35
693
$5K ﹤0.01%
+600
694
$5K ﹤0.01%
+235
695
$5K ﹤0.01%
78
-15
696
$5K ﹤0.01%
220
697
$5K ﹤0.01%
565
698
$5K ﹤0.01%
44
699
$5K ﹤0.01%
45
-1
700
$5K ﹤0.01%
330
26 27
28
29 30