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
876
$1K ﹤0.01%
65
-1,696
877
$1K ﹤0.01%
+16
878
$1K ﹤0.01%
300
879
$1K ﹤0.01%
26
880
$1K ﹤0.01%
+104
881
$1K ﹤0.01%
39
882
$1K ﹤0.01%
14
883
$1K ﹤0.01%
+7
884
$1K ﹤0.01%
10
885
$1K ﹤0.01%
+37
886
$1K ﹤0.01%
+20
887
$1K ﹤0.01%
+9
888
$1K ﹤0.01%
+51
889
$1K ﹤0.01%
13
890
$1K ﹤0.01%
+29
891
$1K ﹤0.01%
3
892
$1K ﹤0.01%
+15
893
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+16
894
$1K ﹤0.01%
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895
$1K ﹤0.01%
12
896
$1K ﹤0.01%
+18
897
$1K ﹤0.01%
+19
898
$1K ﹤0.01%
+34
899
$1K ﹤0.01%
16
900
$1K ﹤0.01%
20
34 35
36
37 38