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
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.27M
3
+$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1
+$765K
2
+$640K
3
+$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

Sector Composition

1 Financials 8.75%
2 Consumer Staples 4.36%
3 Technology 3.3%
4 Healthcare 2.78%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3K ﹤0.01%
38
+20
777
$3K ﹤0.01%
59
778
$3K ﹤0.01%
+62
779
$3K ﹤0.01%
+53
780
$3K ﹤0.01%
44
781
$3K ﹤0.01%
+204
782
$3K ﹤0.01%
1,200
783
$3K ﹤0.01%
31
-187
784
$3K ﹤0.01%
30
785
$3K ﹤0.01%
1,128
786
$3K ﹤0.01%
132
787
$3K ﹤0.01%
30
788
$3K ﹤0.01%
75
+47
789
$3K ﹤0.01%
188
+148
790
$3K ﹤0.01%
13
791
$3K ﹤0.01%
48
792
$3K ﹤0.01%
+62
793
$3K ﹤0.01%
308
-366
794
$3K ﹤0.01%
180
+36
795
$3K ﹤0.01%
94
796
$3K ﹤0.01%
104
+62
797
$3K ﹤0.01%
10
798
$3K ﹤0.01%
122
799
$3K ﹤0.01%
115
+22
800
$3K ﹤0.01%
100
30 31
32
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