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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.07M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$765K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$729K

Top Sells

1
+$479K
2
+$369K
3
+$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

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
76
$310K 0.12%
1,907
+13
77
$307K 0.12%
30,865
+8,520
78
$301K 0.12%
901
-15
79
$297K 0.12%
4,257
-694
80
$294K 0.12%
2,912
+215
81
$290K 0.12%
1,763
-49
82
$278K 0.11%
3,514
+726
83
$271K 0.11%
1,060
-392
84
$265K 0.11%
2,429
-109
85
$264K 0.11%
5,100
-220
86
$263K 0.1%
2,755
-308
87
$262K 0.1%
2,209
+636
88
$260K 0.1%
4,852
89
$260K 0.1%
4,756
90
$258K 0.1%
1,985
-3
91
$255K 0.1%
11,759
+7,523
92
$252K 0.1%
5,910
+4,744
93
$249K 0.1%
4,269
-779
94
$247K 0.1%
3,236
95
$245K 0.1%
3,420
+480
96
$237K 0.09%
7,802
-626
97
$230K 0.09%
+869
98
$225K 0.09%
2,097
99
$224K 0.09%
2,214
+25
100
$224K 0.09%
7,776
+351
2 3
4
5 6