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
$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%
44
752
$2K ﹤0.01%
69
-197
753
$2K ﹤0.01%
211
754
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41
755
$2K ﹤0.01%
+57
756
$2K ﹤0.01%
52
757
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112
758
$2K ﹤0.01%
122
759
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93
-43
760
$2K ﹤0.01%
77
761
$1K ﹤0.01%
137
+91
762
$1K ﹤0.01%
18
763
$1K ﹤0.01%
30
764
$1K ﹤0.01%
8
765
$1K ﹤0.01%
20
766
$1K ﹤0.01%
8
767
$1K ﹤0.01%
25
-189
768
$1K ﹤0.01%
26
769
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14
770
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771
$1K ﹤0.01%
+27
772
$1K ﹤0.01%
3
773
$1K ﹤0.01%
11
-834
774
$1K ﹤0.01%
49
775
$1K ﹤0.01%
37
-64
29 30
31
32 33