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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.07M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$765K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$729K

Top Sells

1
+$479K
2
+$369K
3
+$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

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
– –
-173
827
– –
-14
828
$0 ﹤0.01%
8
829
$0 ﹤0.01%
300
830
– –
-1,000
831
– –
-39
832
– –
-313
833
– –
-4
834
– –
-120
835
$0 ﹤0.01%
45
836
$0 ﹤0.01%
100
837
$0 ﹤0.01%
14
838
– –
-166
839
– –
-19
840
$0 ﹤0.01%
3
-80
841
$0 ﹤0.01%
39
842
– –
-173
843
$0 ﹤0.01%
17
844
$0 ﹤0.01%
12
845
– –
-3,425
846
$0 ﹤0.01%
27
847
$0 ﹤0.01%
5
848
– –
-4,639
849
$0 ﹤0.01%
18
850
$0 ﹤0.01%
3
32 33
34
35 36