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
151
$253K 0.06%
1,560
+142
152
$252K 0.06%
4,251
+427
153
$250K 0.06%
12,275
-1,962
154
$244K 0.06%
6,861
+878
155
$242K 0.06%
+729
156
$233K 0.06%
+3,135
157
$233K 0.06%
548
+31
158
$231K 0.06%
1,333
-1
159
$231K 0.06%
+3,415
160
$230K 0.06%
1,570
+26
161
$229K 0.06%
+2,986
162
$227K 0.06%
5,439
+17
163
$226K 0.06%
2,597
+70
164
$223K 0.05%
+759
165
$222K 0.05%
2,403
+46
166
$222K 0.05%
+2,180
167
$221K 0.05%
+2,539
168
$218K 0.05%
4,030
-34
169
$216K 0.05%
1,888
+13
170
$216K 0.05%
10,000
171
$215K 0.05%
+4,300
172
$214K 0.05%
+806
173
$214K 0.05%
+2,279
174
$212K 0.05%
1,646
-417
175
$211K 0.05%
4,629
+217
4 5 6
7
8