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
201
$81K 0.03%
+2,000
202
$79K 0.03%
+5,392
203
$79K 0.03%
+351
204
$74K 0.03%
+1,010
205
$73K 0.03%
+1,080
206
$73K 0.03%
+609
207
$68K 0.03%
+912
208
$67K 0.03%
+1,020
209
$67K 0.03%
+556
210
$67K 0.03%
+798
211
$66K 0.03%
+666
212
$66K 0.03%
+2,382
213
$64K 0.03%
+564
214
$63K 0.03%
+594
215
$62K 0.03%
+679
216
$61K 0.03%
+1,753
217
$60K 0.02%
+348
218
$60K 0.02%
+923
219
$59K 0.02%
+400
220
$59K 0.02%
+862
221
$59K 0.02%
+1,388
222
$59K 0.02%
+734
223
$58K 0.02%
+713
224
$58K 0.02%
+4,050
225
$58K 0.02%
+3,065
7 8
9
10 11