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
951
$0 ﹤0.01%
14
952
$0 ﹤0.01%
3
953
$0 ﹤0.01%
2
954
– –
-1,000
955
– –
-8
956
$0 ﹤0.01%
18
957
$0 ﹤0.01%
3
958
– –
-60
959
$0 ﹤0.01%
6
960
– –
-30,865
961
$0 ﹤0.01%
12
962
– –
-25
963
$0 ﹤0.01%
11
964
– –
-41
965
– –
-3,045
966
$0 ﹤0.01%
+22
967
$0 ﹤0.01%
16
968
– –
-16
969
$0 ﹤0.01%
24
970
$0 ﹤0.01%
6
971
– –
-57
972
– –
-329
973
$0 ﹤0.01%
9
974
$0 ﹤0.01%
11
975
– –
0
36 37 38
39
40