LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
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 9.07%
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
326
$27K 0.01%
108
+2
327
$27K 0.01%
390
328
$27K 0.01%
300
329
$27K 0.01%
88
330
$27K 0.01%
450
331
$27K 0.01%
191
-55
332
$27K 0.01%
192
333
$27K 0.01%
3,350
334
$26K 0.01%
290
335
$26K 0.01%
186
336
$26K 0.01%
300
337
$26K 0.01%
448
-2,038
338
$25K 0.01%
1,210
339
$25K 0.01%
382
+34
340
$25K 0.01%
295
+7
341
$25K 0.01%
339
342
$25K 0.01%
194
343
$24K 0.01%
294
-20
344
$24K 0.01%
3,867
345
$24K 0.01%
262
346
$24K 0.01%
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347
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454
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348
$24K 0.01%
432
-118
349
$24K 0.01%
639
+135
350
$24K 0.01%
445
12 13
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