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
$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 8.74%
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
51
$485K 0.18%
11,053
52
$478K 0.18%
10,675
+577
53
$478K 0.18%
16,860
+85
54
$473K 0.18%
6,108
+707
55
$471K 0.18%
3,432
+59
56
$467K 0.18%
1,805
+83
57
$462K 0.18%
3,314
+203
58
$443K 0.17%
18,537
+3,498
59
$423K 0.16%
7,638
-343
60
$412K 0.16%
6,393
61
$393K 0.15%
2,906
-10
62
$390K 0.15%
4,039
+20
63
$385K 0.15%
5,677
64
$358K 0.14%
6,301
+4,166
65
$337K 0.13%
1,627
-136
66
$334K 0.13%
11,105
+160
67
$333K 0.13%
7,931
-10,582
68
$331K 0.13%
6,440
-662
69
$331K 0.13%
18,320
70
$330K 0.13%
5,480
+380
71
$323K 0.12%
4,852
72
$316K 0.12%
902
+1
73
$314K 0.12%
20,148
-1,076
74
$313K 0.12%
1,976
+69
75
$311K 0.12%
3,354
+36
1 2
3
4 5