LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
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
51
$499K 0.2%
11,724
-3,260
52
$499K 0.2%
7,991
-536
53
$488K 0.19%
6,301
+222
54
$471K 0.19%
9,136
55
$445K 0.18%
6,393
+348
56
$444K 0.18%
10,098
-357
57
$419K 0.17%
7,981
+4,013
58
$406K 0.16%
15,039
+2,237
59
$401K 0.16%
5,677
-167
60
$390K 0.16%
3,373
61
$390K 0.16%
6,078
-603
62
$390K 0.16%
1,722
-108
63
$385K 0.15%
25,942
+268
64
$376K 0.15%
4,019
+71
65
$375K 0.15%
2,916
+1,594
66
$375K 0.15%
3,111
+56
67
$361K 0.14%
5,401
+43
68
$351K 0.14%
10,945
+3,960
69
$342K 0.14%
7,102
+3,997
70
$341K 0.14%
18,320
71
$338K 0.13%
21,224
+2,104
72
$329K 0.13%
5,214
+470
73
$327K 0.13%
4,650
+3,640
74
$322K 0.13%
3,318
-312
75
$318K 0.13%
6,959
+4,543
1 2
3
4 5