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
1
$95.9M 36.4%
1,756,677
+39,757
2
$30.9M 11.72%
428,903
+12,350
3
$15.8M 5.99%
245,086
+5,799
4
$14M 5.32%
239,100
+10,617
5
$7.5M 2.85%
94,605
+16,014
6
$4.91M 1.86%
139,673
+16,698
7
$4.16M 1.58%
65,055
+6,924
8
$3.34M 1.27%
36,512
-315
9
$3.25M 1.23%
30,586
+31
10
$3.04M 1.15%
59,719
11
$2.64M 1%
51,941
-748
12
$2.47M 0.94%
62,005
+8,365
13
$2.29M 0.87%
8,141
-44
14
$2.29M 0.87%
16,524
+20
15
$2.02M 0.77%
42,224
+724
16
$1.8M 0.68%
20,930
+3,624
17
$1.63M 0.62%
45,779
+350
18
$1.55M 0.59%
53,249
+5,411
19
$1.41M 0.53%
13,556
+6,854
20
$1.3M 0.5%
18,639
+8,810
21
$1.13M 0.43%
26,991
+312
22
$1.13M 0.43%
13,589
-391
23
$1.1M 0.42%
16,013
-572
24
$954K 0.36%
14,587
-508
25
$926K 0.35%
41,508
-243
1
2 3 4 5