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
$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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1002
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1003
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1004
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1005
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1006
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1007
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1008
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1009
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1010
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1011
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1012
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1013
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1014
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1015
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1016
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1017
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1018
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1019
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-3,943
1020
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1021
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1022
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-1,431
1023
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1024
– –
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1025
– –
-1,537
39 40
41
42 43