LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
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 9.06%
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
26
$1.06M 0.38%
18,918
-200
27
$989K 0.36%
8,647
+126
28
$978K 0.35%
41,060
-448
29
$972K 0.35%
11,437
-2,152
30
$951K 0.34%
33,796
+16,936
31
$950K 0.34%
38,490
32
$943K 0.34%
12,250
+2,187
33
$929K 0.34%
18,502
+5,860
34
$794K 0.29%
6,793
-39
35
$768K 0.28%
5,561
+75
36
$767K 0.28%
16,226
+2,699
37
$755K 0.27%
14,820
+2,602
38
$726K 0.26%
11,928
+3,331
39
$705K 0.26%
8,814
+2,310
40
$689K 0.25%
3,755
+19
41
$649K 0.24%
27,419
-87
42
$614K 0.22%
2,967
-95
43
$610K 0.22%
4,221
+62
44
$590K 0.21%
13,405
-329
45
$580K 0.21%
11,744
46
$570K 0.21%
1,962
47
$562K 0.2%
5,620
+240
48
$522K 0.19%
6,168
+60
49
$518K 0.19%
34,746
50
$508K 0.18%
3,390
+76
1
2
3 4 5