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
$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 8.75%
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
726
$4K ﹤0.01%
100
727
$4K ﹤0.01%
+800
728
$4K ﹤0.01%
78
729
$4K ﹤0.01%
56
730
$4K ﹤0.01%
218
731
$4K ﹤0.01%
70
732
$4K ﹤0.01%
93
733
$4K ﹤0.01%
61
734
$4K ﹤0.01%
+37
735
$4K ﹤0.01%
135
+42
736
$4K ﹤0.01%
531
-2,437
737
$4K ﹤0.01%
169
738
$4K ﹤0.01%
54
739
$4K ﹤0.01%
+228
740
$4K ﹤0.01%
+59
741
$4K ﹤0.01%
88
742
$4K ﹤0.01%
66
743
$4K ﹤0.01%
108
-1
744
$4K ﹤0.01%
+91
745
$4K ﹤0.01%
200
746
$4K ﹤0.01%
69
747
$4K ﹤0.01%
34
748
$4K ﹤0.01%
55
-20
749
$4K ﹤0.01%
+49
750
$4K ﹤0.01%
58
28 29
30
31 32