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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$86.8M
2
+$29.4M
3
+$14M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$13.2M
5
PG icon
Procter & Gamble
PG
+$7.65M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.08%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.12%
+1,123
77
$294K 0.12%
+1,866
78
$285K 0.12%
+2,697
79
$285K 0.12%
+5,048
80
$282K 0.12%
+4,780
81
$280K 0.11%
+5,320
82
$272K 0.11%
+5,388
83
$270K 0.11%
+916
84
$269K 0.11%
+1,843
85
$267K 0.11%
+6,686
86
$266K 0.11%
+1,988
87
$264K 0.11%
+2,168
88
$263K 0.11%
+3,236
89
$263K 0.11%
+7,911
90
$255K 0.1%
+4,756
91
$253K 0.1%
+5,517
92
$248K 0.1%
+8,428
93
$244K 0.1%
+7,425
94
$240K 0.1%
+3,968
95
$239K 0.1%
+9,772
96
$236K 0.1%
+2,959
97
$235K 0.1%
+2,189
98
$235K 0.1%
+2,788
99
$233K 0.1%
+3,990
100
$233K 0.1%
+7,866
2 3
4
5 6