LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.27M
3
+$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1
+$765K
2
+$640K
3
+$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

Sector Composition

1 Financials 8.75%
2 Consumer Staples 4.36%
3 Technology 3.3%
4 Healthcare 2.78%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4K ﹤0.01%
43
752
$4K ﹤0.01%
+80
753
$4K ﹤0.01%
+60
754
$4K ﹤0.01%
51
755
$4K ﹤0.01%
93
+27
756
$4K ﹤0.01%
17
757
$4K ﹤0.01%
+48
758
$4K ﹤0.01%
152
759
$4K ﹤0.01%
85
+58
760
$4K ﹤0.01%
150
761
$3K ﹤0.01%
40
762
$3K ﹤0.01%
69
763
$3K ﹤0.01%
211
764
$3K ﹤0.01%
41
765
$3K ﹤0.01%
30
+21
766
$3K ﹤0.01%
27
767
$3K ﹤0.01%
24
768
$3K ﹤0.01%
24
-399
769
$3K ﹤0.01%
+781
770
$3K ﹤0.01%
58
771
$3K ﹤0.01%
61
772
$3K ﹤0.01%
+41
773
$3K ﹤0.01%
30
774
$3K ﹤0.01%
49
+39
775
$3K ﹤0.01%
44
+33
29 30
31
32 33