LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

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%
+37
752
$4K ﹤0.01%
135
+42
753
$4K ﹤0.01%
531
-2,437
754
$4K ﹤0.01%
+80
755
$4K ﹤0.01%
+60
756
$4K ﹤0.01%
51
757
$4K ﹤0.01%
93
+27
758
$4K ﹤0.01%
+228
759
$4K ﹤0.01%
152
760
$4K ﹤0.01%
85
+58
761
$3K ﹤0.01%
100
762
$3K ﹤0.01%
+41
763
$3K ﹤0.01%
69
764
$3K ﹤0.01%
211
765
$3K ﹤0.01%
+204
766
$3K ﹤0.01%
41
767
$3K ﹤0.01%
30
+21
768
$3K ﹤0.01%
27
769
$3K ﹤0.01%
30
770
$3K ﹤0.01%
1,128
771
$3K ﹤0.01%
132
772
$3K ﹤0.01%
30
773
$3K ﹤0.01%
75
+47
774
$3K ﹤0.01%
188
+148
775
$3K ﹤0.01%
13
29 30
31
32 33