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
1001
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-225
1002
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1003
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1004
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-2
1005
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-125
1006
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-283
1007
– –
-184
1008
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-199
1009
– –
-18
1010
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-27
1011
– –
-338
1012
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-33
1013
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-70
1014
– –
-1,046
1015
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-3
1016
– –
-2,031
1017
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-115
1018
– –
-17
1019
– –
-83
1020
– –
-1,100
1021
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-52
1022
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-21
1023
– –
-1,678
1024
– –
-401
1025
– –
-5,324
39 40
41
42 43