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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$86.8M
2
+$29.4M
3
+$14M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$13.2M
5
PG icon
Procter & Gamble
PG
+$7.65M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.08%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
+18
777
$1K ﹤0.01%
+16
778
$1K ﹤0.01%
+24
779
$1K ﹤0.01%
+416
780
$1K ﹤0.01%
+82
781
$1K ﹤0.01%
+38
782
$1K ﹤0.01%
+183
783
$1K ﹤0.01%
+314
784
$1K ﹤0.01%
+42
785
$1K ﹤0.01%
+10
786
$1K ﹤0.01%
+53
787
$1K ﹤0.01%
+18
788
$1K ﹤0.01%
+64
789
$1K ﹤0.01%
+8
790
$1K ﹤0.01%
+23
791
$1K ﹤0.01%
+18
792
$1K ﹤0.01%
+26
793
$1K ﹤0.01%
+18
794
$1K ﹤0.01%
+62
795
$1K ﹤0.01%
+30
796
$1K ﹤0.01%
+42
797
$1K ﹤0.01%
+110
798
$1K ﹤0.01%
+26
799
$1K ﹤0.01%
+7
800
$1K ﹤0.01%
+14
30 31
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