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
301
$32K 0.01%
610
302
$32K 0.01%
260
-99
303
$32K 0.01%
5,333
304
$32K 0.01%
926
305
$31K 0.01%
666
306
$31K 0.01%
1,466
-307
307
$31K 0.01%
428
308
$30K 0.01%
656
+36
309
$30K 0.01%
1,086
310
$30K 0.01%
1,072
311
$30K 0.01%
718
312
$30K 0.01%
141
313
$30K 0.01%
1,967
+593
314
$30K 0.01%
1,293
315
$29K 0.01%
187
316
$29K 0.01%
631
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317
$29K 0.01%
196
318
$29K 0.01%
624
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319
$29K 0.01%
986
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320
$29K 0.01%
536
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$29K 0.01%
594
322
$28K 0.01%
504
323
$28K 0.01%
200
324
$28K 0.01%
668
325
$27K 0.01%
545
+115
11 12
13
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