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
$408M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$836K
3
+$743K
4
AAPL icon
Apple
AAPL
+$557K
5
MSFT icon
Microsoft
MSFT
+$466K

Top Sells

1
+$730K
2
+$518K
3
+$355K
4
MDLZ icon
Mondelez International
MDLZ
+$204K
5
AXP icon
American Express
AXP
+$201K

Sector Composition

1 Technology 6.54%
2 Financials 6.38%
3 Consumer Staples 3.88%
4 Healthcare 3.02%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.31%
3,900
+339
27
$1.27M 0.31%
12,893
+6
28
$1.25M 0.31%
42,110
+1,537
29
$1.2M 0.29%
22,822
+2,011
30
$1.2M 0.29%
5,727
+173
31
$1.19M 0.29%
57,420
+7,020
32
$1.18M 0.29%
21,848
+3,328
33
$1.15M 0.28%
19,531
+399
34
$1.11M 0.27%
18,946
-21
35
$1.1M 0.27%
4,935
+472
36
$1.07M 0.26%
5,583
+168
37
$1.06M 0.26%
21,086
-14,504
38
$970K 0.24%
22,860
+7,028
39
$967K 0.24%
10,164
-140
40
$965K 0.24%
3,732
+756
41
$954K 0.23%
18,135
+1,970
42
$939K 0.23%
12,502
+579
43
$875K 0.21%
3,206
+621
44
$875K 0.21%
5,820
+830
45
$868K 0.21%
8,555
+941
46
$854K 0.21%
9,933
+380
47
$850K 0.21%
3,336
-428
48
$800K 0.2%
3,319
+524
49
$799K 0.2%
7,317
+1,572
50
$779K 0.19%
4,278
+211
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