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
$408M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$836K
3
+$743K
4
AAPL icon
Apple
AAPL
+$557K
5
MSFT icon
Microsoft
MSFT
+$466K

Top Sells

1
+$730K
2
+$518K
3
+$355K
4
MDLZ icon
Mondelez International
MDLZ
+$204K
5
AXP icon
American Express
AXP
+$201K

Sector Composition

1 Technology 6.54%
2 Financials 6.38%
3 Consumer Staples 3.88%
4 Healthcare 3.02%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.12%
8,321
+335
77
$499K 0.12%
3,436
+27
78
$494K 0.12%
2,470
+33
79
$483K 0.12%
839
+120
80
$479K 0.12%
2,443
-213
81
$478K 0.12%
4,285
+464
82
$472K 0.12%
773
+159
83
$471K 0.12%
3,030
-24
84
$471K 0.12%
6,000
+440
85
$466K 0.11%
4,146
+94
86
$465K 0.11%
30,069
+1,096
87
$453K 0.11%
7,056
-218
88
$452K 0.11%
607
+65
89
$436K 0.11%
1,609
+251
90
$434K 0.11%
2,137
+174
91
$434K 0.11%
4,460
+655
92
$430K 0.11%
1,593
+340
93
$425K 0.1%
2,765
+35
94
$422K 0.1%
3,557
+122
95
$422K 0.1%
12,800
+841
96
$414K 0.1%
5,301
-10
97
$408K 0.1%
5,582
-86
98
$407K 0.1%
3,774
-331
99
$406K 0.1%
3,155
+145
100
$399K 0.1%
3,344
+91
2 3
4
5 6