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
126
$154K 0.06%
1,194
127
$150K 0.05%
+1,360
128
$148K 0.05%
+9,275
129
$148K 0.05%
1,483
-638
130
$145K 0.05%
5,639
131
$145K 0.05%
4,360
132
$144K 0.05%
1,868
+282
133
$143K 0.05%
4,049
+78
134
$142K 0.05%
+14,404
135
$141K 0.05%
683
-42
136
$138K 0.05%
956
+683
137
$137K 0.05%
4,190
138
$136K 0.05%
1,740
139
$135K 0.05%
2,626
140
$132K 0.05%
1,413
+746
141
$130K 0.05%
1,916
-87
142
$128K 0.05%
1,220
143
$128K 0.05%
1,257
144
$126K 0.05%
4,897
-5,577
145
$126K 0.05%
4,360
+1
146
$125K 0.05%
1,173
147
$124K 0.04%
17,720
148
$124K 0.04%
5,023
+1,800
149
$124K 0.04%
+2,505
150
$124K 0.04%
2,221
4 5
6
7 8