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
576
$8K ﹤0.01%
390
-700
577
$8K ﹤0.01%
340
+84
578
$8K ﹤0.01%
45
-6
579
$8K ﹤0.01%
50
580
$8K ﹤0.01%
28
+2
581
$8K ﹤0.01%
89
582
$8K ﹤0.01%
287
583
$8K ﹤0.01%
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584
$8K ﹤0.01%
134
585
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123
586
$8K ﹤0.01%
106
+75
587
$8K ﹤0.01%
96
588
$8K ﹤0.01%
+312
589
$8K ﹤0.01%
86
590
$8K ﹤0.01%
+527
591
$8K ﹤0.01%
472
592
$8K ﹤0.01%
471
593
$8K ﹤0.01%
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594
$8K ﹤0.01%
360
595
$8K ﹤0.01%
308
596
$8K ﹤0.01%
130
+70
597
$8K ﹤0.01%
119
-2,134
598
$8K ﹤0.01%
137
599
$8K ﹤0.01%
2,058
+361
600
$8K ﹤0.01%
204
+35
22 23
24
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