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
876
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-1,600
877
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878
$0 ﹤0.01%
12
879
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16
-7,850
880
– –
-3,827
881
– –
-85
882
$0 ﹤0.01%
40
883
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884
$0 ﹤0.01%
10
-6
885
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886
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887
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888
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889
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890
$0 ﹤0.01%
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891
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892
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46
893
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894
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895
$0 ﹤0.01%
46
896
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897
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898
$0 ﹤0.01%
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899
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0
900
– –
-24
34 35
36
37 38