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
151
$134K 0.06%
+2,190
152
$133K 0.05%
+4,186
153
$130K 0.05%
+6,729
154
$129K 0.05%
+4,926
155
$128K 0.05%
+4,894
156
$127K 0.05%
+1,073
157
$124K 0.05%
+1,921
158
$123K 0.05%
+653
159
$122K 0.05%
+3,966
160
$121K 0.05%
+4,639
161
$120K 0.05%
+1,694
162
$120K 0.05%
+1,809
163
$120K 0.05%
+2,368
164
$119K 0.05%
+1,291
165
$117K 0.05%
+4,537
166
$116K 0.05%
+791
167
$116K 0.05%
+4,216
168
$115K 0.05%
+665
169
$114K 0.05%
+2,416
170
$113K 0.05%
+2,398
171
$109K 0.04%
+2,146
172
$108K 0.04%
+2,065
173
$107K 0.04%
+1,730
174
$106K 0.04%
+1,278
175
$105K 0.04%
+3,847
5 6
7
8 9