LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
1-Year Return
17.88%
This Quarter Return
+0.87%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$264M
AUM Growth
+$12M
(+4.8%)
Cap. Flow
+$6.08M
Cap. Flow
% of AUM
2.31%
Top 10 Holdings %
Top 10 Hldgs %
69.37%
Holding
1,012
New
116
Increased
274
Reduced
158
Closed
60
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.17M |
| 2 |
Procter & Gamble
PG
|
+$1.27M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$889K |
| 4 |
AB InBev
BUD
|
+$712K |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$622K |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$765K |
| 2 |
MON
Monsanto Co
MON
|
+$640K |
| 3 |
Becton Dickinson
BDX
|
+$568K |
| 4 |
iShare MSCI Eurozone ETF
EZU
|
+$444K |
| 5 |
Cameco
CCJ
|
+$307K |
Sector Composition
| 1 | Financials | 8.74% |
| 2 | Consumer Staples | 4.36% |
| 3 | Technology | 3.3% |
| 4 | Healthcare | 2.78% |
| 5 | Energy | 2.56% |
