LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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%
34
778
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25
-189
779
$1K ﹤0.01%
26
780
$1K ﹤0.01%
14
781
$1K ﹤0.01%
22
782
$1K ﹤0.01%
+27
783
$1K ﹤0.01%
3
784
$1K ﹤0.01%
11
-834
785
$1K ﹤0.01%
+20
786
$1K ﹤0.01%
25
787
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49
788
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37
-64
789
$1K ﹤0.01%
30
790
$1K ﹤0.01%
8
791
$0 ﹤0.01%
42
792
$0 ﹤0.01%
14
793
– –
-173
794
– –
-14
795
– –
-2,065
796
$0 ﹤0.01%
8
797
$0 ﹤0.01%
300
798
$0 ﹤0.01%
26
799
– –
-1,000
800
– –
-909
30 31
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33 34