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

Top Buys

1
+$86.8M
2
+$29.4M
3
+$14M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$13.2M
5
PG icon
Procter & Gamble
PG
+$7.65M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.08%
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%
+22
802
$1K ﹤0.01%
+3
803
$1K ﹤0.01%
+282
804
$1K ﹤0.01%
+30
805
$1K ﹤0.01%
+25
806
$1K ﹤0.01%
+14
807
$1K ﹤0.01%
+50
808
$0 ﹤0.01%
+18
809
$0 ﹤0.01%
+3
810
$0 ﹤0.01%
+9
811
$0 ﹤0.01%
+8
812
$0 ﹤0.01%
+11
813
$0 ﹤0.01%
+39
814
$0 ﹤0.01%
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815
$0 ﹤0.01%
+4
816
$0 ﹤0.01%
+6
817
$0 ﹤0.01%
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818
$0 ﹤0.01%
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819
$0 ﹤0.01%
+40
820
– –
0
821
$0 ﹤0.01%
+5
822
$0 ﹤0.01%
+9
823
$0 ﹤0.01%
+3
824
$0 ﹤0.01%
+12
825
$0 ﹤0.01%
+14
31 32
33
34 35