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
751
$3K ﹤0.01%
136
-29,375
752
$3K ﹤0.01%
115
753
$3K ﹤0.01%
54
754
$3K ﹤0.01%
17
755
$3K ﹤0.01%
118
-55
756
$3K ﹤0.01%
150
757
$3K ﹤0.01%
44
758
$3K ﹤0.01%
41
759
$3K ﹤0.01%
30
760
$3K ﹤0.01%
66
761
$3K ﹤0.01%
161
-327
762
$3K ﹤0.01%
1,128
763
$3K ﹤0.01%
29
+23
764
$3K ﹤0.01%
132
765
$3K ﹤0.01%
30
766
$3K ﹤0.01%
44
767
$3K ﹤0.01%
379
768
$3K ﹤0.01%
800
769
$3K ﹤0.01%
48
770
$3K ﹤0.01%
309
+1
771
$3K ﹤0.01%
69
772
$3K ﹤0.01%
58
773
$3K ﹤0.01%
61
774
$3K ﹤0.01%
55
775
$3K ﹤0.01%
100
+54
29 30
31
32 33