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
$264M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.27M
3
+$889K
4
BUD icon
AB InBev
BUD
+$712K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$622K

Top Sells

1
+$765K
2
+$640K
3
+$568K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$444K
5
CCJ icon
Cameco
CCJ
+$307K

Sector Composition

1 Financials 8.74%
2 Consumer Staples 4.36%
3 Technology 3.3%
4 Healthcare 2.78%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.08%
3,307
+825
102
$203K 0.08%
3,012
-1,257
103
$199K 0.08%
2,653
-583
104
$199K 0.08%
881
-179
105
$197K 0.07%
2,418
+77
106
$193K 0.07%
555
-314
107
$193K 0.07%
4,900
-1,010
108
$191K 0.07%
4,575
+252
109
$191K 0.07%
2,121
-634
110
$188K 0.07%
3,067
+9
111
$187K 0.07%
1,319
+1,094
112
$185K 0.07%
2,179
113
$184K 0.07%
1,096
+3
114
$183K 0.07%
9,177
115
$180K 0.07%
1,645
+1,551
116
$177K 0.07%
3,995
+2,255
117
$161K 0.06%
+2,556
118
$160K 0.06%
1,194
+46
119
$160K 0.06%
+1,463
120
$157K 0.06%
5,404
+5,388
121
$157K 0.06%
1,839
-36
122
$156K 0.06%
6,409
+34
123
$155K 0.06%
2,571
+2,563
124
$153K 0.06%
4,895
-31
125
$147K 0.06%
+4,360
3 4
5
6 7