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
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.27M
3
+$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1
+$765K
2
+$640K
3
+$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

Sector Composition

1 Financials 8.75%
2 Consumer Staples 4.36%
3 Technology 3.3%
4 Healthcare 2.78%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
127
-373
702
$5K ﹤0.01%
+154
703
$5K ﹤0.01%
35
704
$5K ﹤0.01%
+600
705
$5K ﹤0.01%
+235
706
$5K ﹤0.01%
78
-15
707
$5K ﹤0.01%
61
+18
708
$5K ﹤0.01%
30
+4
709
$5K ﹤0.01%
14
+8
710
$5K ﹤0.01%
98
711
$5K ﹤0.01%
47
712
$5K ﹤0.01%
194
713
$5K ﹤0.01%
250
714
$5K ﹤0.01%
33
715
$5K ﹤0.01%
72
-8
716
$5K ﹤0.01%
+111
717
$5K ﹤0.01%
8
+2
718
$5K ﹤0.01%
50
719
$5K ﹤0.01%
+225
720
$5K ﹤0.01%
+205
721
$5K ﹤0.01%
63
+33
722
$5K ﹤0.01%
25
723
$4K ﹤0.01%
19
+14
724
$4K ﹤0.01%
70
+22
725
$4K ﹤0.01%
379
27 28
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