LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$2.09M
2
+$1.21M
3
+$908K
4
BUD icon
AB InBev
BUD
+$680K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$646K

Top Sells

1
+$765K
2
+$640K
3
+$536K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$461K
5
CCJ icon
Cameco
CCJ
+$336K

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
901
$1K ﹤0.01%
6
-18
902
$1K ﹤0.01%
27
903
$1K ﹤0.01%
5
904
$1K ﹤0.01%
46
905
$1K ﹤0.01%
46
906
$1K ﹤0.01%
17
907
$1K ﹤0.01%
16
908
$1K ﹤0.01%
+6
909
$1K ﹤0.01%
21
910
$1K ﹤0.01%
+37
911
$1K ﹤0.01%
+16
912
$1K ﹤0.01%
183
913
$1K ﹤0.01%
+14
914
$1K ﹤0.01%
10
915
$1K ﹤0.01%
10
916
$1K ﹤0.01%
+167
917
$1K ﹤0.01%
300
918
$1K ﹤0.01%
26
919
$1K ﹤0.01%
50
920
$1K ﹤0.01%
+104
921
– –
-843
922
– –
0
923
– –
-26
924
$0 ﹤0.01%
42
925
– –
-112
35 36
37
38 39