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
601
$8K ﹤0.01%
405
-85
602
$8K ﹤0.01%
165
603
$8K ﹤0.01%
59
604
$7K ﹤0.01%
385
605
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48
-250
606
$7K ﹤0.01%
44
607
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200
608
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200
+84
609
$7K ﹤0.01%
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610
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611
$7K ﹤0.01%
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612
$7K ﹤0.01%
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614
$7K ﹤0.01%
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615
$7K ﹤0.01%
+278
616
$7K ﹤0.01%
150
617
$7K ﹤0.01%
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618
$7K ﹤0.01%
1,419
619
$7K ﹤0.01%
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620
$7K ﹤0.01%
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621
$7K ﹤0.01%
150
622
$7K ﹤0.01%
147
-15
623
$7K ﹤0.01%
140
-36
624
$7K ﹤0.01%
410
625
$7K ﹤0.01%
58
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