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
$283M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$928K
3
+$553K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$497K
5
FITB icon
Fifth Third Bancorp
FITB
+$487K

Top Sells

1
+$1.02M
2
+$226K
3
+$221K
4
LLY icon
Eli Lilly
LLY
+$219K
5
BMY icon
Bristol-Myers Squibb
BMY
+$188K

Sector Composition

1 Financials 7.56%
2 Consumer Staples 4.33%
3 Technology 2.5%
4 Healthcare 1.87%
5 Energy 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-699
752
– –
-3,885
753
– –
-126
754
– –
-666
755
– –
-233
756
– –
-528
757
– –
-1,733
758
– –
-181
759
– –
-496
760
– –
-3,045
761
– –
-155
762
– –
-547
763
– –
-450
764
– –
-24
765
– –
-842
766
– –
-9
767
– –
-603
768
– –
-383
769
– –
-24
770
– –
-251
771
– –
-1,184
772
– –
-874
773
– –
-73
774
– –
-355
775
– –
-70
29 30
31
32 33