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
126
$144K 0.05%
6,820
-1,925
127
$144K 0.05%
2,127
128
$143K 0.05%
851
+44
129
$143K 0.05%
2,486
-517
130
$142K 0.05%
725
+42
131
$140K 0.05%
2,003
+18
132
$138K 0.05%
3,971
+234
133
$138K 0.05%
1,384
+93
134
$137K 0.05%
2,368
135
$136K 0.05%
2,626
-733
136
$135K 0.05%
5,639
-274
137
$135K 0.05%
1,257
+1,186
138
$135K 0.05%
4,106
-1,089
139
$131K 0.05%
4,190
-57
140
$130K 0.05%
1,220
141
$129K 0.05%
2,876
+495
142
$128K 0.05%
+1,899
143
$127K 0.05%
2,221
-1,416
144
$126K 0.05%
3,403
-934
145
$125K 0.05%
+1,740
146
$124K 0.05%
11,595
+270
147
$122K 0.05%
4,359
+1
148
$122K 0.05%
2,884
+488
149
$122K 0.05%
2,319
150
$121K 0.05%
2,253
-579
4 5
6
7 8