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
476
$12K ﹤0.01%
45
+5
477
$12K ﹤0.01%
778
+63
478
$12K ﹤0.01%
2,163
-208
479
$12K ﹤0.01%
168
-11
480
$12K ﹤0.01%
266
+59
481
$12K ﹤0.01%
366
-9
482
$12K ﹤0.01%
64
483
$12K ﹤0.01%
84
484
$12K ﹤0.01%
428
+22
485
$12K ﹤0.01%
630
486
$12K ﹤0.01%
87
487
$11K ﹤0.01%
130
+46
488
$11K ﹤0.01%
1,000
489
$11K ﹤0.01%
1,325
+134
490
$11K ﹤0.01%
238
491
$11K ﹤0.01%
155
492
$11K ﹤0.01%
238
493
$11K ﹤0.01%
362
494
$11K ﹤0.01%
308
+38
495
$11K ﹤0.01%
1,124
+119
496
$11K ﹤0.01%
114
+7
497
$11K ﹤0.01%
91
-116
498
$11K ﹤0.01%
351
+243
499
$11K ﹤0.01%
196
500
$11K ﹤0.01%
94
-1,551
18 19
20
21 22