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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
826
– –
-5,558
827
$0 ﹤0.01%
6
828
$0 ﹤0.01%
9
829
– –
-3,370
830
$0 ﹤0.01%
3
-16
831
$0 ﹤0.01%
9
832
– –
-1,683
833
– –
-58
834
$0 ﹤0.01%
+2
835
$0 ﹤0.01%
10
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836
– –
-103
837
$0 ﹤0.01%
13
838
– –
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839
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840
$0 ﹤0.01%
3
-80
841
$0 ﹤0.01%
39
842
$0 ﹤0.01%
14
-18
843
– –
-235
844
– –
-173
845
$0 ﹤0.01%
17
846
$0 ﹤0.01%
12
847
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-3,425
848
– –
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849
– –
-55
850
$0 ﹤0.01%
25
32 33
34
35 36