LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

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
801
$3K ﹤0.01%
3
802
$3K ﹤0.01%
+53
803
$3K ﹤0.01%
77
804
$3K ﹤0.01%
20
805
$2K ﹤0.01%
20
806
$2K ﹤0.01%
+69
807
$2K ﹤0.01%
112
808
$2K ﹤0.01%
29
+4
809
$2K ﹤0.01%
10
-43
810
$2K ﹤0.01%
+23
811
$2K ﹤0.01%
33
-3,838
812
$2K ﹤0.01%
+21
813
$2K ﹤0.01%
38
+29
814
$2K ﹤0.01%
401
-40
815
$2K ﹤0.01%
49
816
$2K ﹤0.01%
69
817
$2K ﹤0.01%
+30
818
$2K ﹤0.01%
+92
819
$2K ﹤0.01%
81
820
$2K ﹤0.01%
+102
821
$2K ﹤0.01%
20
+15
822
$2K ﹤0.01%
51
823
$2K ﹤0.01%
91
824
$2K ﹤0.01%
31
-155
825
$2K ﹤0.01%
+12
31 32
33
34 35