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
426
$15K 0.01%
310
427
$15K 0.01%
230
428
$15K 0.01%
520
429
$15K 0.01%
550
430
$15K 0.01%
273
+134
431
$15K 0.01%
190
432
$15K 0.01%
79
433
$15K 0.01%
174
+6
434
$15K 0.01%
221
435
$14K 0.01%
124
436
$14K 0.01%
425
-146
437
$14K 0.01%
100
438
$14K 0.01%
1,737
+54
439
$14K 0.01%
366
+72
440
$14K 0.01%
363
441
$14K 0.01%
331
442
$14K 0.01%
14,091
-694
443
$14K 0.01%
244
+55
444
$14K 0.01%
80
445
$14K 0.01%
990
+262
446
$14K 0.01%
132
447
$14K 0.01%
705
448
$13K ﹤0.01%
259
449
$13K ﹤0.01%
65
+3
450
$13K ﹤0.01%
82