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
251
$48K 0.02%
368
-98
252
$48K 0.02%
1,070
-73
253
$48K 0.02%
545
254
$47K 0.02%
329
-50
255
$47K 0.02%
488
256
$47K 0.02%
947
+216
257
$47K 0.02%
2,288
+1,268
258
$46K 0.02%
1,267
-9
259
$46K 0.02%
642
+82
260
$46K 0.02%
196
+7
261
$45K 0.02%
1,294
262
$45K 0.02%
2,027
+27
263
$45K 0.02%
390
264
$45K 0.02%
674
-199
265
$45K 0.02%
451
-65
266
$45K 0.02%
317
267
$45K 0.02%
223
+3
268
$45K 0.02%
510
+60
269
$44K 0.02%
850
270
$44K 0.02%
271
271
$42K 0.02%
1,047
-158
272
$42K 0.02%
342
-157
273
$41K 0.01%
1,029
-104
274
$41K 0.01%
424
-126
275
$40K 0.01%
873
9 10
11
12 13