We are live on ! Find out more
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
851
$0 ﹤0.01%
11
852
$0 ﹤0.01%
6
853
$0 ﹤0.01%
5
-30
854
$0 ﹤0.01%
28
855
$0 ﹤0.01%
30
856
– –
-1,600
857
– –
-216
858
$0 ﹤0.01%
12
859
$0 ﹤0.01%
16
-7,850
860
– –
-3,827
861
– –
-85
862
$0 ﹤0.01%
40
863
– –
-375
864
– –
-1,260
865
$0 ﹤0.01%
10
-6
866
$0 ﹤0.01%
8
867
– –
-1,730
868
$0 ﹤0.01%
16
869
– –
-132
870
$0 ﹤0.01%
27
871
$0 ﹤0.01%
5
872
– –
-4,639
873
– –
-943
874
$0 ﹤0.01%
16
875
$0 ﹤0.01%
16
33 34
35
36 37