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
101
$212K 0.08%
2,418
102
$211K 0.08%
3,399
+92
103
$203K 0.07%
908
+27
104
$203K 0.07%
4,372
+33
105
$201K 0.07%
2,168
106
$196K 0.07%
555
107
$196K 0.07%
3,067
108
$196K 0.07%
7,203
109
$194K 0.07%
1,319
110
$191K 0.07%
2,179
111
$187K 0.07%
2,057
+724
112
$186K 0.07%
9,177
113
$183K 0.07%
4,764
-136
114
$183K 0.07%
7,772
+6,534
115
$178K 0.06%
1,015
-81
116
$163K 0.06%
1,559
+1,236
117
$162K 0.06%
6,152
+2,261
118
$161K 0.06%
3,550
+3,520
119
$159K 0.06%
2,556
120
$158K 0.06%
1,839
121
$158K 0.06%
1,384
122
$157K 0.06%
1,463
123
$156K 0.06%
+2,632
124
$156K 0.06%
6,433
+24
125
$155K 0.06%
5,404
3 4
5
6 7