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
$283M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$928K
3
+$553K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$497K
5
FITB icon
Fifth Third Bancorp
FITB
+$487K

Top Sells

1
+$1.02M
2
+$226K
3
+$221K
4
LLY icon
Eli Lilly
LLY
+$219K
5
BMY icon
Bristol-Myers Squibb
BMY
+$188K

Sector Composition

1 Financials 7.56%
2 Consumer Staples 4.33%
3 Technology 2.5%
4 Healthcare 1.87%
5 Energy 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$407K 0.14%
2,110
-152
77
$377K 0.13%
13,008
+585
78
$376K 0.13%
5,009
+431
79
$374K 0.13%
7,144
-534
80
$359K 0.13%
5,123
-299
81
$354K 0.13%
25,628
+507
82
$347K 0.12%
2,052
+23
83
$339K 0.12%
9,207
-324
84
$331K 0.12%
3,930
+106
85
$314K 0.11%
11,905
+338
86
$312K 0.11%
4,902
+50
87
$312K 0.11%
7,144
88
$311K 0.11%
2,915
89
$310K 0.11%
12,256
-808
90
$308K 0.11%
6,089
91
$307K 0.11%
18,320
92
$304K 0.11%
10,570
+1,040
93
$289K 0.1%
5,622
-73
94
$282K 0.1%
2,776
+13
95
$280K 0.1%
4,904
-1
96
$277K 0.1%
2,839
+612
97
$270K 0.1%
5,719
+1,266
98
$267K 0.09%
2,661
+41
99
$265K 0.09%
3,649
+14
100
$256K 0.09%
3,260
+556
2 3
4
5 6