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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$86.8M
2
+$29.4M
3
+$14M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$13.2M
5
PG icon
Procter & Gamble
PG
+$7.65M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.45%
2 Consumer Staples 4.64%
3 Technology 3.08%
4 Industrials 2.86%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$230K 0.09%
+4,852
102
$229K 0.09%
+3,827
103
$226K 0.09%
+6,985
104
$226K 0.09%
+8,832
105
$226K 0.09%
+6,591
106
$224K 0.09%
+3,063
107
$219K 0.09%
+1,440
108
$216K 0.09%
+1,099
109
$212K 0.09%
+3,291
110
$209K 0.09%
+3,672
111
$208K 0.09%
+6,859
112
$207K 0.09%
+3,960
113
$206K 0.08%
+22,345
114
$196K 0.08%
+1,573
115
$193K 0.08%
+4,038
116
$192K 0.08%
+5,558
117
$189K 0.08%
+2,097
118
$187K 0.08%
+2,441
119
$183K 0.08%
+2,179
120
$182K 0.07%
+9,177
121
$181K 0.07%
+1,226
122
$180K 0.07%
+5,895
123
$179K 0.07%
+5,768
124
$177K 0.07%
+3,425
125
$177K 0.07%
+3,296
3 4
5
6 7