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
176
$102K 0.04%
+1,429
177
$99K 0.04%
+2,127
178
$98K 0.04%
+1,316
179
$97K 0.04%
+1,930
180
$95K 0.04%
+2,285
181
$95K 0.04%
+3,483
182
$94K 0.04%
+343
183
$94K 0.04%
+1,157
184
$93K 0.04%
+1,260
185
$93K 0.04%
+4,011
186
$92K 0.04%
+631
187
$92K 0.04%
+747
188
$90K 0.04%
+2,298
189
$89K 0.04%
+1,209
190
$89K 0.04%
+2,319
191
$88K 0.04%
+4,442
192
$88K 0.04%
+4,236
193
$86K 0.04%
+3,370
194
$85K 0.03%
+8,046
195
$84K 0.03%
+1,920
196
$83K 0.03%
+1,528
197
$83K 0.03%
+333
198
$83K 0.03%
+412
199
$83K 0.03%
+2,144
200
$82K 0.03%
+1,485
6 7
8
9 10