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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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$85.3M
2
+$29M
3
+$13.6M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$12.9M
5
PG icon
Procter & Gamble
PG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.07%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$0 ﹤0.01%
+8
852
$0 ﹤0.01%
+18
853
$0 ﹤0.01%
+40
854
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855
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+20
856
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857
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+6
858
$0 ﹤0.01%
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859
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860
$0 ﹤0.01%
+3
861
$0 ﹤0.01%
+12
862
$0 ﹤0.01%
+5
863
$0 ﹤0.01%
+9
864
– –
0
865
$0 ﹤0.01%
+24
866
$0 ﹤0.01%
+6
867
$0 ﹤0.01%
+5
868
$0 ﹤0.01%
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869
$0 ﹤0.01%
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870
$0 ﹤0.01%
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871
$0 ﹤0.01%
+42
872
$0 ﹤0.01%
+14
873
$0 ﹤0.01%
+14
874
$0 ﹤0.01%
+8
875
$0 ﹤0.01%
+300
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