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
101
$389K 0.1%
14,243
+735
102
$388K 0.1%
25,702
+1,397
103
$379K 0.09%
3,886
+1,281
104
$371K 0.09%
18,508
+2,218
105
$368K 0.09%
1,655
-224
106
$365K 0.09%
2,051
+383
107
$363K 0.09%
2,214
+62
108
$355K 0.09%
1,841
+289
109
$341K 0.08%
759
+84
110
$340K 0.08%
4,692
+136
111
$339K 0.08%
3,577
+146
112
$338K 0.08%
2,653
+10
113
$331K 0.08%
6,820
+1,210
114
$321K 0.08%
18,378
115
$320K 0.08%
1,383
-172
116
$313K 0.08%
3,118
+54
117
$307K 0.08%
1,077
-16
118
$307K 0.08%
32,000
119
$307K 0.08%
6,611
+710
120
$306K 0.08%
3,041
-233
121
$302K 0.07%
5,036
+1,240
122
$302K 0.07%
8,300
+200
123
$302K 0.07%
+13,660
124
$297K 0.07%
4,442
-806
125
$297K 0.07%
3,337
+51
3 4
5
6 7