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
$276M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.14M
3
+$868K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$695K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$477K

Top Sells

1
+$826K
2
+$648K
3
+$626K
4
XOM icon
Exxon Mobil
XOM
+$183K
5
CHKP icon
Check Point Software Technologies
CHKP
+$182K

Sector Composition

1 Financials 9.06%
2 Consumer Staples 4.4%
3 Technology 3.13%
4 Healthcare 2.91%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61K 0.02%
560
227
$61K 0.02%
676
-291
228
$60K 0.02%
400
229
$60K 0.02%
547
-62
230
$60K 0.02%
226
231
$59K 0.02%
715
+35
232
$58K 0.02%
3,520
+32
233
$58K 0.02%
+1,353
234
$58K 0.02%
333
-7
235
$58K 0.02%
1,336
+57
236
$57K 0.02%
1,465
237
$57K 0.02%
509
-54
238
$57K 0.02%
316
239
$56K 0.02%
738
240
$55K 0.02%
389
+45
241
$55K 0.02%
310
-63
242
$54K 0.02%
9,195
243
$54K 0.02%
896
+38
244
$52K 0.02%
2,148
+6
245
$51K 0.02%
671
246
$51K 0.02%
8,294
+1,116
247
$51K 0.02%
469
-100
248
$51K 0.02%
1,098
249
$50K 0.02%
300
250
$50K 0.02%
451
+116
8 9
10
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