LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

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%
17
727
$4K ﹤0.01%
150
728
$4K ﹤0.01%
70
+22
729
$4K ﹤0.01%
+59
730
$4K ﹤0.01%
88
731
$4K ﹤0.01%
66
732
$4K ﹤0.01%
108
-1
733
$4K ﹤0.01%
+91
734
$4K ﹤0.01%
200
735
$4K ﹤0.01%
379
736
$4K ﹤0.01%
100
737
$4K ﹤0.01%
+800
738
$4K ﹤0.01%
78
739
$4K ﹤0.01%
56
740
$4K ﹤0.01%
69
741
$4K ﹤0.01%
218
742
$4K ﹤0.01%
70
743
$4K ﹤0.01%
34
744
$4K ﹤0.01%
55
-20
745
$4K ﹤0.01%
19
+14
746
$4K ﹤0.01%
+49
747
$4K ﹤0.01%
58
748
$4K ﹤0.01%
43
749
$4K ﹤0.01%
93
750
$4K ﹤0.01%
61
28 29
30
31 32