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
126
$163K 0.06%
2,482
-9
127
$161K 0.06%
+1,875
128
$157K 0.06%
+3,045
129
$157K 0.06%
6,375
+258
130
$156K 0.06%
+4,337
131
$156K 0.06%
2,832
+2,734
132
$152K 0.06%
1,148
-21
133
$152K 0.06%
5,913
-707
134
$151K 0.06%
1,904
+1,170
135
$147K 0.06%
2,731
-4
136
$146K 0.06%
5,195
-573
137
$143K 0.06%
2,127
138
$140K 0.06%
4,926
139
$140K 0.06%
+2,608
140
$136K 0.05%
4,974
-580
141
$135K 0.05%
1,985
+176
142
$130K 0.05%
1,220
+738
143
$130K 0.05%
2,135
-55
144
$126K 0.05%
3,737
-2,949
145
$124K 0.05%
2,368
146
$122K 0.05%
807
+441
147
$122K 0.05%
1,097
-129
148
$118K 0.05%
683
+18
149
$117K 0.05%
2,146
150
$114K 0.05%
337
+304
4 5
6
7 8