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
676
$5K ﹤0.01%
105
677
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610
-179
678
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300
+82
679
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200
680
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30
681
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+7
682
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683
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-25
684
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685
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35
686
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18
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687
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279
689
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138
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690
$5K ﹤0.01%
565
691
$5K ﹤0.01%
+599
692
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364
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$5K ﹤0.01%
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694
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330
695
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34
696
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+82
697
$5K ﹤0.01%
89
-53
698
$5K ﹤0.01%
38
699
$5K ﹤0.01%
14
700
$5K ﹤0.01%
67
26 27
28
29 30