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
351
$24K 0.01%
137
-43
352
$23K 0.01%
1,008
+156
353
$23K 0.01%
1,000
354
$23K 0.01%
630
355
$23K 0.01%
308
356
$23K 0.01%
692
357
$23K 0.01%
1,124
+404
358
$23K 0.01%
1,305
359
$23K 0.01%
245
360
$22K 0.01%
431
361
$22K 0.01%
1,385
+145
362
$22K 0.01%
71
-11
363
$21K 0.01%
715
+497
364
$21K 0.01%
313
365
$21K 0.01%
785
366
$21K 0.01%
187
367
$21K 0.01%
300
368
$21K 0.01%
49
+6
369
$21K 0.01%
258
370
$21K 0.01%
165
371
$21K 0.01%
164
372
$21K 0.01%
1,900
373
$20K 0.01%
113
374
$20K 0.01%
1,248
375
$20K 0.01%
500
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15
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