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
$301M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$1.69M
3
+$1.34M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$770K

Top Sells

1
+$525K
2
+$518K
3
+$474K
4
RGLD icon
Royal Gold
RGLD
+$312K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$289K

Sector Composition

1 Financials 7.3%
2 Consumer Staples 4.55%
3 Technology 2.6%
4 Healthcare 1.81%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.08%
2,248
-591
102
$242K 0.08%
6,045
-44
103
$240K 0.08%
+1,648
104
$237K 0.08%
3,123
-137
105
$228K 0.08%
6,655
-105
106
$226K 0.08%
1,989
+16
107
$223K 0.07%
2,600
-73
108
$220K 0.07%
1,456
+16
109
$217K 0.07%
+4,598
110
$214K 0.07%
1,878
111
$202K 0.07%
+3,468
112
$85K 0.03%
32,189
+5,897
113
$70K 0.02%
+13,837
114
– –
-14,898
115
– –
-5,719
116
– –
-5,622
117
– –
-10,648
118
– –
-17,901
119
– –
-200,000
1 2 3 4
5