LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
+$85.3M
2
+$29M
3
+$13.6M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$12.9M
5
PG icon
Procter & Gamble
PG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.07%
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%
+102
702
$3K ﹤0.01%
+6
703
$3K ﹤0.01%
+318
704
$3K ﹤0.01%
+150
705
$3K ﹤0.01%
+39
706
$3K ﹤0.01%
+101
707
$3K ﹤0.01%
+534
708
$3K ﹤0.01%
+19
709
$3K ﹤0.01%
+66
710
$3K ﹤0.01%
+105
711
$3K ﹤0.01%
+55
712
$3K ﹤0.01%
+35
713
$3K ﹤0.01%
+132
714
$3K ﹤0.01%
+51
715
$3K ﹤0.01%
+91
716
$3K ﹤0.01%
+59
717
$3K ﹤0.01%
+51
718
$3K ﹤0.01%
+54
719
$3K ﹤0.01%
+48
720
$3K ﹤0.01%
+53
721
$3K ﹤0.01%
+173
722
$2K ﹤0.01%
+36
723
$2K ﹤0.01%
+44
724
$2K ﹤0.01%
+211
725
$2K ﹤0.01%
+41
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