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
626
$7K ﹤0.01%
400
-53
627
$7K ﹤0.01%
80
628
$7K ﹤0.01%
110
629
$7K ﹤0.01%
355
+130
630
$7K ﹤0.01%
38
-55
631
$7K ﹤0.01%
199
632
$7K ﹤0.01%
500
633
$7K ﹤0.01%
+440
634
$6K ﹤0.01%
128
635
$6K ﹤0.01%
34
-256
636
$6K ﹤0.01%
74
637
$6K ﹤0.01%
437
638
$6K ﹤0.01%
112
+63
639
$6K ﹤0.01%
384
+66
640
$6K ﹤0.01%
+361
641
$6K ﹤0.01%
210
-55
642
$6K ﹤0.01%
40
643
$6K ﹤0.01%
123
+107
644
$6K ﹤0.01%
164
645
$6K ﹤0.01%
+185
646
$6K ﹤0.01%
+274
647
$6K ﹤0.01%
199
648
$6K ﹤0.01%
83
649
$6K ﹤0.01%
142
650
$6K ﹤0.01%
112
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