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
126
$297K 0.07%
4,437
-278
127
$295K 0.07%
7,305
+343
128
$291K 0.07%
2,824
+674
129
$289K 0.07%
861
-11
130
$288K 0.07%
5,990
+1,206
131
$288K 0.07%
1,259
+113
132
$286K 0.07%
3,558
+64
133
$286K 0.07%
756
+180
134
$282K 0.07%
2,184
+4
135
$281K 0.07%
3,433
-760
136
$278K 0.07%
3,958
+889
137
$278K 0.07%
6,974
+592
138
$278K 0.07%
2,744
139
$277K 0.07%
4,305
+83
140
$272K 0.07%
2,368
-30
141
$272K 0.07%
324
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142
$269K 0.07%
2,017
143
$267K 0.07%
2,688
+437
144
$264K 0.06%
1,365
-79
145
$262K 0.06%
1,592
+136
146
$259K 0.06%
2,517
-138
147
$259K 0.06%
1,012
-4
148
$259K 0.06%
11,047
+62
149
$256K 0.06%
1,930
-44
150
$254K 0.06%
470
+31
4 5
6
7 8