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
801
$2K ﹤0.01%
81
802
$2K ﹤0.01%
102
803
$2K ﹤0.01%
20
804
$2K ﹤0.01%
+36
805
$2K ﹤0.01%
188
806
$2K ﹤0.01%
51
807
$2K ﹤0.01%
91
808
$2K ﹤0.01%
13
809
$2K ﹤0.01%
62
810
$2K ﹤0.01%
94
811
$2K ﹤0.01%
959
+178
812
$2K ﹤0.01%
20
813
$2K ﹤0.01%
40
814
$2K ﹤0.01%
58
+27
815
$2K ﹤0.01%
11
-8
816
$2K ﹤0.01%
44
817
$2K ﹤0.01%
38
818
$2K ﹤0.01%
52
819
$2K ﹤0.01%
35
820
$2K ﹤0.01%
61
821
$2K ﹤0.01%
104
822
$2K ﹤0.01%
10
823
$2K ﹤0.01%
112
824
$2K ﹤0.01%
100
825
$2K ﹤0.01%
53
31 32
33
34 35