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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$1.06M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$780K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$723K

Top Sells

1
+$494K
2
+$480K
3
+$393K
4
CAT icon
Caterpillar
CAT
+$269K
5
CHL
China Mobile Limited
CHL
+$259K

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%
49
752
$2K ﹤0.01%
24
753
$2K ﹤0.01%
49
-103
754
$2K ﹤0.01%
37
-66
755
$2K ﹤0.01%
30
756
$2K ﹤0.01%
48
757
$2K ﹤0.01%
+20
758
$2K ﹤0.01%
35
759
$2K ﹤0.01%
94
760
$2K ﹤0.01%
56
-5,332
761
$1K ﹤0.01%
30
-4,008
762
$1K ﹤0.01%
30
763
$1K ﹤0.01%
69
764
$1K ﹤0.01%
37
-64
765
$1K ﹤0.01%
49
766
$1K ﹤0.01%
25
767
$1K ﹤0.01%
+20
768
$1K ﹤0.01%
11
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769
$1K ﹤0.01%
3
770
$1K ﹤0.01%
+27
771
$1K ﹤0.01%
22
772
$1K ﹤0.01%
14
773
$1K ﹤0.01%
26
774
$1K ﹤0.01%
25
-189
775
$1K ﹤0.01%
34
29 30
31
32 33