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
501
$11K ﹤0.01%
1,305
+136
502
$11K ﹤0.01%
293
-14
503
$11K ﹤0.01%
312
504
$11K ﹤0.01%
226
505
$11K ﹤0.01%
210
-21
506
$11K ﹤0.01%
668
+147
507
$11K ﹤0.01%
547
-126
508
$11K ﹤0.01%
1,704
509
$11K ﹤0.01%
4,921
510
$11K ﹤0.01%
487
-69
511
$11K ﹤0.01%
501
512
$10K ﹤0.01%
156
513
$10K ﹤0.01%
299
514
$10K ﹤0.01%
52
+17
515
$10K ﹤0.01%
422
516
$10K ﹤0.01%
12
517
$10K ﹤0.01%
366
+32
518
$10K ﹤0.01%
405
+67
519
$10K ﹤0.01%
223
+26
520
$10K ﹤0.01%
126
-103
521
$10K ﹤0.01%
+181
522
$10K ﹤0.01%
332
-86
523
$10K ﹤0.01%
+45
524
$10K ﹤0.01%
1,059
525
$10K ﹤0.01%
229
+33
19 20
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