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LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
751
$2K ﹤0.01%
+61
752
$2K ﹤0.01%
+94
753
$2K ﹤0.01%
+10
754
$2K ﹤0.01%
+112
755
$2K ﹤0.01%
+122
756
$2K ﹤0.01%
+44
757
$2K ﹤0.01%
+34
758
$2K ﹤0.01%
+53
759
$2K ﹤0.01%
+120
760
$2K ﹤0.01%
+77
761
$2K ﹤0.01%
+20
762
$2K ﹤0.01%
+36
763
$2K ﹤0.01%
+402
764
$2K ﹤0.01%
+58
765
$2K ﹤0.01%
+27
766
$2K ﹤0.01%
+84
767
$1K ﹤0.01%
+6
768
$1K ﹤0.01%
+38
769
$1K ﹤0.01%
+183
770
$1K ﹤0.01%
+28
771
$1K ﹤0.01%
+28
772
$1K ﹤0.01%
+82
773
$1K ﹤0.01%
+8
774
$1K ﹤0.01%
+20
775
$1K ﹤0.01%
+39
29 30
31
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