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
$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
1
$86.8M 35.62%
+1,644,066
2
$29.4M 12.05%
+402,182
3
$14M 5.73%
+228,206
4
$13.2M 5.41%
+216,912
5
$7.65M 3.14%
+83,305
6
$3.8M 1.56%
+109,383
7
$3.31M 1.36%
+50,045
8
$3.27M 1.34%
+30,576
9
$2.97M 1.22%
+59,719
10
$2.84M 1.17%
+53,068
11
$2.68M 1.1%
+9,980
12
$2.49M 1.02%
+27,258
13
$2.46M 1.01%
+17,020
14
$2.11M 0.87%
+55,635
15
$1.72M 0.71%
+40,748
16
$1.39M 0.57%
+45,763
17
$1.33M 0.54%
+33,938
18
$1.22M 0.5%
+14,603
19
$1.13M 0.46%
+14,703
20
$1.06M 0.44%
+5,376
21
$1.03M 0.42%
+14,208
22
$1.01M 0.41%
+14,947
23
$977K 0.4%
+22,537
24
$890K 0.37%
+5,109
25
$861K 0.35%
+20,024
1
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