LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
1-Year Return
17.88%
This Quarter Return
+5.38%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$276M
AUM Growth
+$12.6M
(+4.8%)
Cap. Flow
+$5.29M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
69.56%
Holding
997
New
47
Increased
202
Reduced
172
Closed
45
Top Buys
| 1 |
First Financial Bancorp
FFBC
|
+$1.19M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.14M |
| 3 |
W.P. Carey
WPC
|
+$868K |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$695K |
| 5 |
Liberty Global Class C
LBTYK
|
+$477K |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
+$826K |
| 2 |
Conduent
CNDT
|
+$648K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$626K |
| 4 |
Exxon Mobil
XOM
|
+$183K |
| 5 |
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% |
