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
176
$91K 0.03%
3,326
-208
177
$91K 0.03%
1,478
+490
178
$91K 0.03%
4,011
179
$90K 0.03%
1,115
-14
180
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419
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181
$90K 0.03%
8,046
182
$89K 0.03%
1,239
+17
183
$87K 0.03%
1,046
-3,604
184
$86K 0.03%
2,298
185
$86K 0.03%
2,828
+138
186
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3,113
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187
$86K 0.03%
2,009
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188
$85K 0.03%
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189
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326
-6
190
$84K 0.03%
1,250
+29
191
$84K 0.03%
360
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195
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196
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700
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197
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727
198
$76K 0.03%
340
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199
$75K 0.03%
746
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200
$75K 0.03%
1,141
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8
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