LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.8%
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
+$86.8M
2
+$29.4M
3
+$14M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$13.2M
5
PG icon
Procter & Gamble
PG
+$7.65M

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
751
$2K ﹤0.01%
+91
752
$2K ﹤0.01%
+13
753
$2K ﹤0.01%
+41
754
$2K ﹤0.01%
+24
755
$2K ﹤0.01%
+42
756
$2K ﹤0.01%
+52
757
$2K ﹤0.01%
+40
758
$2K ﹤0.01%
+52
759
$2K ﹤0.01%
+35
760
$2K ﹤0.01%
+61
761
$2K ﹤0.01%
+122
762
$2K ﹤0.01%
+34
763
$2K ﹤0.01%
+53
764
$2K ﹤0.01%
+120
765
$2K ﹤0.01%
+77
766
$2K ﹤0.01%
+36
767
$1K ﹤0.01%
+28
768
$1K ﹤0.01%
+28
769
$1K ﹤0.01%
+82
770
$1K ﹤0.01%
+8
771
$1K ﹤0.01%
+20
772
$1K ﹤0.01%
+416
773
$1K ﹤0.01%
+38
774
$1K ﹤0.01%
+82
775
$1K ﹤0.01%
+24
29 30
31
32 33