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
$283M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$928K
3
+$553K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$497K
5
FITB icon
Fifth Third Bancorp
FITB
+$487K

Top Sells

1
+$1.02M
2
+$226K
3
+$221K
4
LLY icon
Eli Lilly
LLY
+$219K
5
BMY icon
Bristol-Myers Squibb
BMY
+$188K

Sector Composition

1 Financials 7.56%
2 Consumer Staples 4.33%
3 Technology 2.5%
4 Healthcare 1.87%
5 Energy 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$566K 0.2%
13,813
-97
52
$559K 0.2%
10,902
+10,783
53
$557K 0.2%
1,901
-36
54
$530K 0.19%
12,900
+108
55
$525K 0.19%
17,901
-486
56
$521K 0.18%
6,211
-153
57
$520K 0.18%
3,943
-221
58
$518K 0.18%
14,898
-237
59
$510K 0.18%
9,136
60
$499K 0.18%
4,010
+122
61
$485K 0.17%
1,987
-93
62
$474K 0.17%
9,776
63
$474K 0.17%
+200,000
64
$467K 0.17%
3,960
-68
65
$462K 0.16%
1,746
-102
66
$453K 0.16%
1,244
-33
67
$451K 0.16%
2,728
+88
68
$450K 0.16%
10,188
-570
69
$445K 0.16%
2,666
+263
70
$440K 0.16%
2,121
+8
71
$438K 0.15%
10,211
-429
72
$437K 0.15%
7,983
+414
73
$437K 0.15%
8,080
+360
74
$419K 0.15%
3,193
-8
75
$414K 0.15%
5,169
+120
1 2
3
4 5