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
826
$2K ﹤0.01%
51
827
$2K ﹤0.01%
94
828
$2K ﹤0.01%
959
+178
829
$2K ﹤0.01%
40
830
$2K ﹤0.01%
58
+27
831
$1K ﹤0.01%
+25
832
$1K ﹤0.01%
21
833
$1K ﹤0.01%
20
-39
834
$1K ﹤0.01%
28
-60
835
$1K ﹤0.01%
29
836
$1K ﹤0.01%
16
837
$1K ﹤0.01%
5
-245
838
$1K ﹤0.01%
28
-47
839
$1K ﹤0.01%
82
840
$1K ﹤0.01%
16
841
$1K ﹤0.01%
6
842
$1K ﹤0.01%
37
843
$1K ﹤0.01%
42
844
$1K ﹤0.01%
59
845
$1K ﹤0.01%
137
846
$1K ﹤0.01%
8
847
$1K ﹤0.01%
28
+20
848
$1K ﹤0.01%
+42
849
$1K ﹤0.01%
+73
850
$1K ﹤0.01%
401
32 33
34
35 36