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
776
$3K ﹤0.01%
30
777
$3K ﹤0.01%
73
-417
778
$3K ﹤0.01%
59
779
$3K ﹤0.01%
94
780
$3K ﹤0.01%
+250
781
$3K ﹤0.01%
+176
782
$3K ﹤0.01%
122
783
$3K ﹤0.01%
33
784
$3K ﹤0.01%
93
785
$3K ﹤0.01%
48
786
$3K ﹤0.01%
+80
787
$3K ﹤0.01%
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788
$3K ﹤0.01%
20
789
$2K ﹤0.01%
38
790
$2K ﹤0.01%
27
791
$2K ﹤0.01%
30
792
$2K ﹤0.01%
20
793
$2K ﹤0.01%
+36
794
$2K ﹤0.01%
188
795
$2K ﹤0.01%
91
796
$2K ﹤0.01%
62
797
$2K ﹤0.01%
44
798
$2K ﹤0.01%
38
799
$2K ﹤0.01%
52
800
$2K ﹤0.01%
35
30 31
32
33 34