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
826
$2K ﹤0.01%
+23
827
$2K ﹤0.01%
33
-3,838
828
$2K ﹤0.01%
69
829
$2K ﹤0.01%
51
830
$2K ﹤0.01%
91
831
$2K ﹤0.01%
31
-155
832
$2K ﹤0.01%
+12
833
$2K ﹤0.01%
+59
834
$2K ﹤0.01%
82
835
$2K ﹤0.01%
+64
836
$2K ﹤0.01%
+22
837
$2K ﹤0.01%
52
838
$2K ﹤0.01%
35
839
$2K ﹤0.01%
94
840
$2K ﹤0.01%
+69
841
$2K ﹤0.01%
112
842
$2K ﹤0.01%
29
+4
843
$2K ﹤0.01%
14
844
$2K ﹤0.01%
22
845
$2K ﹤0.01%
25
846
$2K ﹤0.01%
49
847
$1K ﹤0.01%
46
848
$1K ﹤0.01%
46
849
$1K ﹤0.01%
17
850
$1K ﹤0.01%
+167
32 33
34
35 36