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
$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 3.08%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$464K 0.19%
+6,663
52
$415K 0.17%
+12,265
53
$410K 0.17%
+5,844
54
$403K 0.17%
+1,830
55
$397K 0.16%
+18,745
56
$395K 0.16%
+3,373
57
$390K 0.16%
+6,045
58
$381K 0.16%
+3,948
59
$380K 0.16%
+3,630
60
$375K 0.15%
+12,802
61
$373K 0.15%
+25,674
62
$369K 0.15%
+1,452
63
$369K 0.15%
+4,951
64
$360K 0.15%
+22,311
65
$348K 0.14%
+3,055
66
$342K 0.14%
+18,320
67
$335K 0.14%
+5,358
68
$335K 0.14%
+4,176
69
$325K 0.13%
+1,894
70
$319K 0.13%
+1,812
71
$309K 0.13%
+4,030
72
$309K 0.13%
+19,120
73
$306K 0.13%
+4,744
74
$305K 0.13%
+4,231
75
$304K 0.12%
+2,538
1 2
3
4 5