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
$252M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.07M
3
+$875K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$765K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$729K

Top Sells

1
+$479K
2
+$369K
3
+$266K
4
CAT icon
Caterpillar
CAT
+$247K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$229K

Sector Composition

1 Financials 9.26%
2 Consumer Staples 3.85%
3 Technology 3.07%
4 Healthcare 2.97%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$69K 0.03%
609
202
$69K 0.03%
1,122
+102
203
$68K 0.03%
423
+417
204
$66K 0.03%
2,186
-2,708
205
$66K 0.03%
912
206
$65K 0.03%
700
+34
207
$65K 0.03%
607
+51
208
$63K 0.03%
713
209
$62K 0.02%
594
210
$62K 0.02%
+1,030
211
$62K 0.02%
569
-668
212
$62K 0.02%
1,753
213
$61K 0.02%
621
+511
214
$61K 0.02%
835
+174
215
$60K 0.02%
862
216
$59K 0.02%
2,980
217
$59K 0.02%
564
218
$59K 0.02%
1,066
+24
219
$59K 0.02%
373
+25
220
$59K 0.02%
611
+83
221
$57K 0.02%
1,388
222
$57K 0.02%
1,325
+185
223
$56K 0.02%
1,164
+30
224
$56K 0.02%
9,195
225
$56K 0.02%
560
7 8
9
10 11