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

Top Buys

1
+$85.3M
2
+$29M
3
+$13.6M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$12.9M
5
PG icon
Procter & Gamble
PG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.07%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
+3
802
$1K ﹤0.01%
+282
803
$1K ﹤0.01%
+30
804
$1K ﹤0.01%
+25
805
$1K ﹤0.01%
+14
806
$1K ﹤0.01%
+50
807
$1K ﹤0.01%
+28
808
$0 ﹤0.01%
+16
809
$0 ﹤0.01%
+18
810
$0 ﹤0.01%
+3
811
$0 ﹤0.01%
+15
812
$0 ﹤0.01%
+14
813
$0 ﹤0.01%
+22
814
$0 ﹤0.01%
+6
815
$0 ﹤0.01%
+9
816
$0 ﹤0.01%
+9
817
$0 ﹤0.01%
+13
818
$0 ﹤0.01%
+39
819
$0 ﹤0.01%
+17
820
$0 ﹤0.01%
+8
821
$0 ﹤0.01%
+12
822
$0 ﹤0.01%
+25
823
$0 ﹤0.01%
+11
824
$0 ﹤0.01%
+6
825
$0 ﹤0.01%
+30
31 32
33
34 35