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
126
$174K 0.07%
+2,985
127
$173K 0.07%
+6,620
128
$171K 0.07%
+2,940
129
$168K 0.07%
+2,795
130
$168K 0.07%
+1,414
131
$165K 0.07%
+1,322
132
$164K 0.07%
+3,105
133
$161K 0.07%
+5,554
134
$161K 0.07%
+1,024
135
$160K 0.07%
+2,491
136
$159K 0.07%
+4,153
137
$158K 0.06%
+2,827
138
$155K 0.06%
+6,117
139
$154K 0.06%
+1,933
140
$152K 0.06%
+2,390
141
$149K 0.06%
+1,316
142
$146K 0.06%
+2,299
143
$144K 0.06%
+1,237
144
$143K 0.06%
+2,735
145
$140K 0.06%
+946
146
$140K 0.06%
+927
147
$138K 0.06%
+845
148
$137K 0.06%
+1,312
149
$136K 0.06%
+2,494
150
$135K 0.06%
+2,858
4 5
6
7 8