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
851
– –
-6,729
852
$0 ﹤0.01%
14
853
$0 ﹤0.01%
25
+3
854
– –
-5,558
855
$0 ﹤0.01%
6
856
$0 ﹤0.01%
9
857
– –
-3,370
858
$0 ﹤0.01%
3
-16
859
$0 ﹤0.01%
9
860
– –
-1,683
861
$0 ﹤0.01%
10
-3
862
– –
-103
863
– –
-108
864
$0 ﹤0.01%
13
865
$0 ﹤0.01%
14
-18
866
– –
-235
867
– –
-1,000
868
– –
-4,537
869
– –
-55
870
$0 ﹤0.01%
25
871
$0 ﹤0.01%
11
872
$0 ﹤0.01%
6
873
$0 ﹤0.01%
5
-30
874
$0 ﹤0.01%
28
875
$0 ﹤0.01%
30
33 34
35
36 37