LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
+$3.85M
2
+$1.06M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$780K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$723K

Top Sells

1
+$494K
2
+$480K
3
+$393K
4
CAT icon
Caterpillar
CAT
+$269K
5
CHL
China Mobile Limited
CHL
+$259K

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%
18
778
$1K ﹤0.01%
137
+91
779
$1K ﹤0.01%
6
780
$1K ﹤0.01%
5
-13
781
$1K ﹤0.01%
183
782
$1K ﹤0.01%
82
783
$1K ﹤0.01%
416
784
$1K ﹤0.01%
16
785
$1K ﹤0.01%
39
786
$1K ﹤0.01%
8
787
$1K ﹤0.01%
20
788
$1K ﹤0.01%
8
789
$1K ﹤0.01%
91
790
$1K ﹤0.01%
82
791
– –
-42
792
$0 ﹤0.01%
18
793
$0 ﹤0.01%
3
794
– –
-6,729
795
$0 ﹤0.01%
14
796
$0 ﹤0.01%
25
+3
797
– –
-5,558
798
$0 ﹤0.01%
6
799
$0 ﹤0.01%
9
800
– –
-3,370
30 31
32
33 34