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
376
$20K 0.01%
128
+14
377
$20K 0.01%
122
+12
378
$20K 0.01%
472
379
$19K 0.01%
57
+28
380
$19K 0.01%
266
381
$19K 0.01%
193
382
$19K 0.01%
445
383
$19K 0.01%
335
384
$19K 0.01%
575
385
$19K 0.01%
297
386
$18K 0.01%
2,288
+151
387
$18K 0.01%
170
388
$18K 0.01%
42
+27
389
$18K 0.01%
500
390
$18K 0.01%
378
391
$18K 0.01%
427
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392
$18K 0.01%
39
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393
$18K 0.01%
54
-260
394
$18K 0.01%
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395
$18K 0.01%
+665
396
$17K 0.01%
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397
$17K 0.01%
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-232
398
$17K 0.01%
345
399
$17K 0.01%
400
400
$17K 0.01%
143
-19
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16
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