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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$86.8M
2
+$29.4M
3
+$14M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$13.2M
5
PG icon
Procter & Gamble
PG
+$7.65M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.08%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
+94
702
$3K ﹤0.01%
+70
703
$3K ﹤0.01%
+43
704
$3K ﹤0.01%
+61
705
$3K ﹤0.01%
+18
706
$3K ﹤0.01%
+20
707
$3K ﹤0.01%
+59
708
$3K ﹤0.01%
+93
709
$3K ﹤0.01%
+93
710
$3K ﹤0.01%
+250
711
$3K ﹤0.01%
+102
712
$3K ﹤0.01%
+51
713
$3K ﹤0.01%
+54
714
$3K ﹤0.01%
+6
715
$3K ﹤0.01%
+48
716
$3K ﹤0.01%
+53
717
$3K ﹤0.01%
+173
718
$3K ﹤0.01%
+318
719
$3K ﹤0.01%
+150
720
$3K ﹤0.01%
+39
721
$3K ﹤0.01%
+101
722
$2K ﹤0.01%
+48
723
$2K ﹤0.01%
+90
724
$2K ﹤0.01%
+81
725
$2K ﹤0.01%
+30
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