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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
$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
901
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902
$0 ﹤0.01%
8
903
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904
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10
-8
905
$0 ﹤0.01%
20
906
$0 ﹤0.01%
42
907
– –
-94
908
– –
-217
909
– –
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910
– –
-102
911
$0 ﹤0.01%
4
912
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-169
913
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914
$0 ﹤0.01%
6
915
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916
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917
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8
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919
$0 ﹤0.01%
5
920
– –
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921
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$0 ﹤0.01%
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924
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925
– –
0
34 35 36
37
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