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
$283M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$928K
3
+$553K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$497K
5
FITB icon
Fifth Third Bancorp
FITB
+$487K

Top Sells

1
+$1.02M
2
+$226K
3
+$221K
4
LLY icon
Eli Lilly
LLY
+$219K
5
BMY icon
Bristol-Myers Squibb
BMY
+$188K

Sector Composition

1 Financials 7.56%
2 Consumer Staples 4.33%
3 Technology 2.5%
4 Healthcare 1.87%
5 Energy 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-224
127
– –
-560
128
– –
-387
129
– –
-85
130
– –
-250
131
– –
-67
132
– –
-1,278
133
– –
-271
134
– –
-1,204
135
– –
-226
136
– –
-88
137
– –
-107
138
– –
-149
139
– –
-91
140
– –
-51
141
– –
-2,370
142
– –
-284
143
– –
-256
144
– –
-454
145
– –
-200
146
– –
-245
147
– –
-98
148
– –
-24
149
– –
-197
150
– –
-1,786
4 5
6
7 8