LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
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 9.06%
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
51
$503K 0.18%
9,136
52
$502K 0.18%
10,872
+197
53
$467K 0.17%
1,758
-47
54
$460K 0.17%
+15,140
55
$453K 0.16%
3,829
+923
56
$443K 0.16%
17,490
-1,047
57
$442K 0.16%
6,438
+45
58
$429K 0.16%
7,946
+114
59
$408K 0.15%
2,712
-720
60
$385K 0.14%
5,677
61
$376K 0.14%
3,982
-57
62
$366K 0.13%
11,365
+9,600
63
$353K 0.13%
5,860
+380
64
$351K 0.13%
945
+43
65
$350K 0.13%
4,893
+41
66
$349K 0.13%
6,644
-994
67
$348K 0.13%
3,669
+16
68
$344K 0.12%
6,453
+13
69
$328K 0.12%
3,328
-26
70
$327K 0.12%
5,480
+920
71
$325K 0.12%
7,931
72
$321K 0.12%
11,015
-90
73
$315K 0.11%
5,086
-1,215
74
$315K 0.11%
1,939
-75
75
$313K 0.11%
1,876
-100
1 2
3
4 5