LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$85.3M
2
+$29M
3
+$13.6M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$12.9M
5
PG icon
Procter & Gamble
PG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.07%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
+402
727
$2K ﹤0.01%
+58
728
$2K ﹤0.01%
+27
729
$2K ﹤0.01%
+84
730
$2K ﹤0.01%
+108
731
$2K ﹤0.01%
+49
732
$2K ﹤0.01%
+69
733
$2K ﹤0.01%
+19
734
$2K ﹤0.01%
+24
735
$2K ﹤0.01%
+32
736
$2K ﹤0.01%
+30
737
$2K ﹤0.01%
+48
738
$2K ﹤0.01%
+90
739
$2K ﹤0.01%
+81
740
$2K ﹤0.01%
+30
741
$2K ﹤0.01%
+17
742
$2K ﹤0.01%
+91
743
$2K ﹤0.01%
+13
744
$2K ﹤0.01%
+41
745
$2K ﹤0.01%
+24
746
$2K ﹤0.01%
+42
747
$2K ﹤0.01%
+52
748
$2K ﹤0.01%
+34
749
$2K ﹤0.01%
+40
750
$2K ﹤0.01%
+46
28 29
30
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