LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.8%
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
+$3.8M
2
+$1.07M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$765K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$729K

Top Sells

1
+$479K
2
+$369K
3
+$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

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
776
$1K ﹤0.01%
25
-6,638
777
$1K ﹤0.01%
34
778
$1K ﹤0.01%
69
779
$1K ﹤0.01%
30
-4,008
780
$1K ﹤0.01%
82
781
$1K ﹤0.01%
91
782
$1K ﹤0.01%
39
783
$1K ﹤0.01%
16
784
$1K ﹤0.01%
416
785
$1K ﹤0.01%
82
786
$1K ﹤0.01%
183
787
$1K ﹤0.01%
5
-13
788
$1K ﹤0.01%
6
789
$1K ﹤0.01%
+20
790
$1K ﹤0.01%
25
791
$0 ﹤0.01%
4
792
– –
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793
$0 ﹤0.01%
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794
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0
795
$0 ﹤0.01%
3
796
$0 ﹤0.01%
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797
– –
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798
– –
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799
$0 ﹤0.01%
9
800
– –
-34
30 31
32
33 34