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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.07M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$765K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$729K

Top Sells

1
+$479K
2
+$369K
3
+$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

Sector Composition

1 Financials 9.26%
2 Consumer Staples 3.85%
3 Technology 3.07%
4 Healthcare 2.97%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.09%
3,981
-9
102
$222K 0.09%
3,764
+92
103
$220K 0.09%
1,440
104
$220K 0.09%
6,477
-114
105
$217K 0.09%
7,301
-610
106
$216K 0.09%
3,637
-1,143
107
$212K 0.08%
4,120
+160
108
$209K 0.08%
+7,172
109
$209K 0.08%
6,859
110
$207K 0.08%
3,871
+3,856
111
$204K 0.08%
8,745
-1,027
112
$204K 0.08%
2,168
113
$198K 0.08%
1,093
-6
114
$184K 0.07%
3,003
-288
115
$183K 0.07%
9,177
116
$183K 0.07%
2,179
117
$183K 0.07%
4,323
+170
118
$181K 0.07%
2,341
-1,835
119
$179K 0.07%
+1,570
120
$177K 0.07%
3,058
+73
121
$176K 0.07%
3,266
-30
122
$174K 0.07%
3,713
-1,804
123
$174K 0.07%
+3,359
124
$172K 0.07%
2,402
-1,628
125
$163K 0.06%
2,196
-245
3 4
5
6 7