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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
801
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-14
802
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-2,065
803
$0 ﹤0.01%
8
804
$0 ﹤0.01%
300
805
$0 ﹤0.01%
26
806
– –
-1,000
807
– –
-909
808
– –
-39
809
$0 ﹤0.01%
10
810
– –
-108
811
– –
-282
812
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-1,252
813
$0 ﹤0.01%
18
814
$0 ﹤0.01%
40
815
– –
-923
816
$0 ﹤0.01%
39
817
– –
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818
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-30
819
– –
-1,920
820
– –
-42
821
$0 ﹤0.01%
18
822
$0 ﹤0.01%
3
823
– –
-6,729
824
$0 ﹤0.01%
14
825
$0 ﹤0.01%
25
+3
31 32
33
34 35