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
201
$74K 0.03%
862
202
$72K 0.03%
1,593
-908
203
$71K 0.03%
1,086
-36
204
$70K 0.03%
250
-71
205
$70K 0.03%
594
206
$70K 0.03%
609
207
$68K 0.03%
+3,360
208
$68K 0.03%
+870
209
$67K 0.03%
814
-389
210
$67K 0.03%
586
-35
211
$67K 0.03%
1,402
+536
212
$67K 0.03%
+1,235
213
$67K 0.03%
582
+53
214
$65K 0.02%
373
215
$65K 0.02%
499
+157
216
$64K 0.02%
1,143
+36
217
$64K 0.02%
913
+1
218
$64K 0.02%
1,765
+12
219
$63K 0.02%
4,050
220
$62K 0.02%
1,070
+4
221
$59K 0.02%
563
-44
222
$59K 0.02%
569
223
$59K 0.02%
560
224
$58K 0.02%
3,488
+272
225
$58K 0.02%
226
7 8
9
10 11