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
726
$2K ﹤0.01%
41
727
$2K ﹤0.01%
66
728
$2K ﹤0.01%
441
+39
729
$2K ﹤0.01%
27
730
$2K ﹤0.01%
49
731
$2K ﹤0.01%
24
732
$2K ﹤0.01%
49
-103
733
$2K ﹤0.01%
37
-66
734
$2K ﹤0.01%
30
735
$2K ﹤0.01%
48
736
$2K ﹤0.01%
81
737
$2K ﹤0.01%
41
738
$2K ﹤0.01%
+144
739
$2K ﹤0.01%
42
740
$2K ﹤0.01%
34
741
$2K ﹤0.01%
+57
742
$2K ﹤0.01%
+20
743
$2K ﹤0.01%
40
744
$2K ﹤0.01%
136
745
$2K ﹤0.01%
52
746
$2K ﹤0.01%
59
747
$2K ﹤0.01%
112
748
$2K ﹤0.01%
93
-43
749
$2K ﹤0.01%
+100
750
$2K ﹤0.01%
53
28 29
30
31 32