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
$278M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.43M
3
+$3.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.18M
5
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$2.15M

Top Sells

1
+$11.1M
2
+$2.03M
3
+$1.58M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.57M
5
AEM icon
Agnico Eagle Mines
AEM
+$819K

Sector Composition

1 Consumer Staples 4.6%
2 Financials 4.19%
3 Technology 3.4%
4 Real Estate 0.84%
5 Energy 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-16,053
52
– –
-12,484
53
– –
-18,771
54
– –
-10,726
55
– –
-12,856
1 2
3