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
751
$2K ﹤0.01%
27
-18
752
$2K ﹤0.01%
122
753
$2K ﹤0.01%
77
754
$2K ﹤0.01%
56
-5,332
755
$2K ﹤0.01%
30
756
$2K ﹤0.01%
51
757
$2K ﹤0.01%
13
758
$2K ﹤0.01%
35
759
$2K ﹤0.01%
94
760
$2K ﹤0.01%
10
761
$1K ﹤0.01%
69
762
$1K ﹤0.01%
30
-4,008
763
$1K ﹤0.01%
82
764
$1K ﹤0.01%
91
765
$1K ﹤0.01%
20
766
$1K ﹤0.01%
8
767
$1K ﹤0.01%
39
768
$1K ﹤0.01%
16
769
$1K ﹤0.01%
416
770
$1K ﹤0.01%
82
771
$1K ﹤0.01%
183
772
$1K ﹤0.01%
5
-13
773
$1K ﹤0.01%
6
774
$1K ﹤0.01%
137
+91
775
$1K ﹤0.01%
18
29 30
31
32 33