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
401
$17K 0.01%
323
402
$17K 0.01%
1,060
403
$17K 0.01%
175
404
$17K 0.01%
608
+335
405
$16K 0.01%
1,000
-1,700
406
$16K 0.01%
274
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407
$16K 0.01%
+596
408
$16K 0.01%
206
409
$16K 0.01%
89
410
$16K 0.01%
1,475
-3,325
411
$16K 0.01%
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412
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114
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413
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43
414
$16K 0.01%
99
415
$16K 0.01%
564
416
$16K 0.01%
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417
$16K 0.01%
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418
$15K 0.01%
408
419
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921
420
$15K 0.01%
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421
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422
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400
423
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$15K 0.01%
173
425
$15K 0.01%
44