LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Fund
S&P 500
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 3.07%
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%
+150
702
$3K ﹤0.01%
+19
703
$3K ﹤0.01%
+66
704
$3K ﹤0.01%
+105
705
$3K ﹤0.01%
+55
706
$3K ﹤0.01%
+51
707
$3K ﹤0.01%
+91
708
$3K ﹤0.01%
+94
709
$3K ﹤0.01%
+70
710
$3K ﹤0.01%
+18
711
$3K ﹤0.01%
+20
712
$3K ﹤0.01%
+59
713
$3K ﹤0.01%
+93
714
$3K ﹤0.01%
+93
715
$3K ﹤0.01%
+250
716
$3K ﹤0.01%
+102
717
$3K ﹤0.01%
+51
718
$3K ﹤0.01%
+54
719
$3K ﹤0.01%
+48
720
$3K ﹤0.01%
+39
721
$3K ﹤0.01%
+101
722
$2K ﹤0.01%
+211
723
$2K ﹤0.01%
+41
724
$2K ﹤0.01%
+27
725
$2K ﹤0.01%
+84
27 28
29
30 31