LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
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 8.74%
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%
+18
902
$1K ﹤0.01%
+10
903
$1K ﹤0.01%
+19
904
$1K ﹤0.01%
+34
905
$1K ﹤0.01%
16
906
$1K ﹤0.01%
20
907
$1K ﹤0.01%
6
-18
908
$1K ﹤0.01%
17
909
$1K ﹤0.01%
16
910
$1K ﹤0.01%
+6
911
$1K ﹤0.01%
21
912
$1K ﹤0.01%
+37
913
$1K ﹤0.01%
+16
914
$1K ﹤0.01%
18
915
$1K ﹤0.01%
40
916
$1K ﹤0.01%
39
917
$1K ﹤0.01%
+25
918
$1K ﹤0.01%
20
919
$1K ﹤0.01%
6
920
$1K ﹤0.01%
34
921
– –
-94
922
$0 ﹤0.01%
18
923
– –
-10,590
924
$0 ﹤0.01%
3
925
– –
-60
35 36
37
38 39