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
801
$3K ﹤0.01%
53
802
$3K ﹤0.01%
3
803
$3K ﹤0.01%
77
804
$3K ﹤0.01%
20
805
$2K ﹤0.01%
+21
806
$2K ﹤0.01%
38
+29
807
$2K ﹤0.01%
401
-40
808
$2K ﹤0.01%
49
809
$2K ﹤0.01%
+30
810
$2K ﹤0.01%
+92
811
$2K ﹤0.01%
81
812
$2K ﹤0.01%
+102
813
$2K ﹤0.01%
20
+15
814
$2K ﹤0.01%
8
815
$2K ﹤0.01%
+22
816
$2K ﹤0.01%
+43
817
$2K ﹤0.01%
42
818
$2K ﹤0.01%
20
819
$2K ﹤0.01%
46
-60
820
$2K ﹤0.01%
137
821
$2K ﹤0.01%
96
-40
822
$2K ﹤0.01%
+42
823
$2K ﹤0.01%
+102
824
$2K ﹤0.01%
17
+7
825
$2K ﹤0.01%
10
-43
31 32
33
34 35