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

Top Buys

1
+$3.85M
2
+$1.06M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$780K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$723K

Top Sells

1
+$494K
2
+$480K
3
+$393K
4
CAT icon
Caterpillar
CAT
+$269K
5
CHL
China Mobile Limited
CHL
+$259K

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%
36
702
$3K ﹤0.01%
+109
703
$3K ﹤0.01%
+1,200
704
$3K ﹤0.01%
105
705
$3K ﹤0.01%
132
706
$3K ﹤0.01%
+78
707
$3K ﹤0.01%
48
+34
708
$3K ﹤0.01%
24
709
$3K ﹤0.01%
129
-81
710
$3K ﹤0.01%
56
+38
711
$3K ﹤0.01%
58
+6
712
$3K ﹤0.01%
+43
713
$3K ﹤0.01%
61
714
$3K ﹤0.01%
93
715
$3K ﹤0.01%
310
+200
716
$3K ﹤0.01%
250
717
$3K ﹤0.01%
66
718
$3K ﹤0.01%
94
719
$3K ﹤0.01%
70
720
$3K ﹤0.01%
55
-76
721
$3K ﹤0.01%
51
722
$3K ﹤0.01%
969
723
$2K ﹤0.01%
81
724
$2K ﹤0.01%
30
725
$2K ﹤0.01%
51
27 28
29
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