We are live on ! Find out more
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
926
$0 ﹤0.01%
24
927
– –
-48
928
– –
-497
929
$0 ﹤0.01%
+83
930
$0 ﹤0.01%
+41
931
– –
-185
932
– –
0
933
$0 ﹤0.01%
6
934
– –
-20
935
$0 ﹤0.01%
7
936
$0 ﹤0.01%
8
937
– –
-1,000
938
$0 ﹤0.01%
42
939
$0 ﹤0.01%
14
940
– –
-173
941
– –
-313
942
– –
-4
943
– –
-120
944
– –
-14
945
– –
-38
946
– –
-996
947
– –
-7
948
– –
-113
34 35 36 37
38