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
$408M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$836K
3
+$743K
4
AAPL icon
Apple
AAPL
+$557K
5
MSFT icon
Microsoft
MSFT
+$466K

Top Sells

1
+$730K
2
+$518K
3
+$355K
4
MDLZ icon
Mondelez International
MDLZ
+$204K
5
AXP icon
American Express
AXP
+$201K

Sector Composition

1 Technology 6.54%
2 Financials 6.38%
3 Consumer Staples 3.88%
4 Healthcare 3.02%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$752K 0.18%
16,179
+1,047
52
$746K 0.18%
5,948
+590
53
$745K 0.18%
9,519
+2,001
54
$744K 0.18%
3,506
+468
55
$715K 0.18%
4,926
+45
56
$709K 0.17%
2,039
+56
57
$692K 0.17%
4,091
+196
58
$672K 0.16%
7,710
+348
59
$661K 0.16%
3,372
+747
60
$659K 0.16%
5,973
+802
61
$631K 0.15%
17,937
+284
62
$631K 0.15%
2,967
-82
63
$618K 0.15%
5,230
+899
64
$607K 0.15%
7,602
+1,806
65
$580K 0.14%
2,639
+90
66
$571K 0.14%
2,459
+89
67
$569K 0.14%
1,327
68
$561K 0.14%
8,036
+591
69
$548K 0.13%
1,713
+234
70
$536K 0.13%
5,236
-39
71
$532K 0.13%
9,517
+1,257
72
$527K 0.13%
6,568
+26
73
$513K 0.13%
5,671
+30
74
$512K 0.13%
896
+172
75
$510K 0.13%
1,958
+44
1 2
3
4 5