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
151
$120K 0.05%
3,966
152
$120K 0.05%
2,039
-569
153
$117K 0.04%
+1,880
154
$115K 0.04%
1,542
155
$114K 0.04%
1,586
+63
156
$114K 0.04%
1,713
-483
157
$113K 0.04%
1,579
+744
158
$111K 0.04%
1,018
-20
159
$110K 0.04%
277
-36
160
$110K 0.04%
17,720
+9,320
161
$108K 0.04%
2,523
-1,190
162
$107K 0.04%
857
-240
163
$106K 0.04%
3,891
-1,083
164
$106K 0.04%
1,333
+176
165
$105K 0.04%
1,173
-2,341
166
$105K 0.04%
1,278
167
$104K 0.04%
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168
$100K 0.04%
314
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169
$99K 0.04%
2,146
170
$96K 0.04%
677
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171
$96K 0.04%
3,223
-4,078
172
$95K 0.04%
2,088
-52
173
$94K 0.04%
2,000
174
$92K 0.03%
1,316
175
$92K 0.03%
366
+15
5 6
7
8 9