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
726
$4K ﹤0.01%
235
727
$4K ﹤0.01%
70
728
$4K ﹤0.01%
220
729
$4K ﹤0.01%
21
-98
730
$4K ﹤0.01%
130
731
$4K ﹤0.01%
52
732
$4K ﹤0.01%
56
733
$4K ﹤0.01%
70
734
$4K ﹤0.01%
30
735
$4K ﹤0.01%
136
-3,970
736
$4K ﹤0.01%
304
737
$4K ﹤0.01%
300
738
$4K ﹤0.01%
51
739
$4K ﹤0.01%
58
740
$4K ﹤0.01%
+135
741
$4K ﹤0.01%
43
742
$4K ﹤0.01%
98
743
$4K ﹤0.01%
93
744
$4K ﹤0.01%
47
745
$4K ﹤0.01%
51
746
$4K ﹤0.01%
169
747
$4K ﹤0.01%
228
748
$4K ﹤0.01%
41
749
$3K ﹤0.01%
600
750
$3K ﹤0.01%
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