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
76
$311K 0.12%
2,508
+299
77
$302K 0.11%
5,700
-2,939
78
$298K 0.11%
2,640
+211
79
$298K 0.11%
3,653
-604
80
$284K 0.11%
3,872
-1,342
81
$284K 0.11%
5,846
-1,113
82
$283K 0.11%
4,756
83
$282K 0.11%
2,014
+29
84
$279K 0.11%
+4,712
85
$271K 0.1%
4,560
+440
86
$257K 0.1%
8,991
+1,189
87
$255K 0.1%
2,109
+12
88
$248K 0.09%
10,474
-1,285
89
$242K 0.09%
3,845
+81
90
$242K 0.09%
6,801
+324
91
$241K 0.09%
1,440
92
$238K 0.09%
8,154
+378
93
$235K 0.09%
2,841
-71
94
$231K 0.09%
3,944
-2,134
95
$221K 0.08%
3,686
+420
96
$217K 0.08%
2,168
97
$213K 0.08%
7,203
+31
98
$212K 0.08%
1,030
+504
99
$210K 0.08%
6,859
100
$209K 0.08%
4,339
+1,608
2 3
4
5 6