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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.07M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$765K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$729K

Top Sells

1
+$479K
2
+$369K
3
+$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

Sector Composition

1 Financials 9.26%
2 Consumer Staples 3.85%
3 Technology 3.07%
4 Healthcare 2.97%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
58
+6
702
$3K ﹤0.01%
70
703
$3K ﹤0.01%
43
704
$3K ﹤0.01%
61
705
$3K ﹤0.01%
+30
706
$3K ﹤0.01%
20
707
$3K ﹤0.01%
+43
708
$3K ﹤0.01%
61
709
$3K ﹤0.01%
93
710
$3K ﹤0.01%
310
+200
711
$3K ﹤0.01%
250
712
$3K ﹤0.01%
55
-76
713
$3K ﹤0.01%
51
714
$3K ﹤0.01%
66
715
$3K ﹤0.01%
54
716
$3K ﹤0.01%
17
717
$3K ﹤0.01%
6
718
$3K ﹤0.01%
152
719
$3K ﹤0.01%
118
+98
720
$3K ﹤0.01%
318
721
$3K ﹤0.01%
969
722
$3K ﹤0.01%
107
-95
723
$2K ﹤0.01%
59
724
$2K ﹤0.01%
44
725
$2K ﹤0.01%
69
-197
27 28
29
30 31