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
176
$208K 0.05%
8,446
+173
177
$204K 0.05%
1,233
+65
178
$204K 0.05%
+852
179
$203K 0.05%
+3,074
180
$203K 0.05%
+699
181
$202K 0.05%
3,273
-274
182
$112K 0.03%
18,821
+4,432
183
$14K ﹤0.01%
180
184
– –
-1,215
185
– –
-1,564
186
– –
-13,637
187
– –
-3,263
4 5 6 7
8