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
201
$76K 0.03%
2,688
+45
202
$76K 0.03%
743
+43
203
$76K 0.03%
4,442
204
$75K 0.03%
1,141
205
$75K 0.03%
663
-64
206
$72K 0.03%
1,593
207
$72K 0.03%
594
208
$72K 0.03%
1,086
209
$70K 0.03%
3,045
+45
210
$69K 0.03%
370
+334
211
$69K 0.03%
335
+52
212
$67K 0.02%
1,470
+68
213
$67K 0.02%
1,235
214
$66K 0.02%
+540
215
$66K 0.02%
834
+164
216
$66K 0.02%
758
-112
217
$66K 0.02%
4,050
218
$66K 0.02%
1,000
+983
219
$64K 0.02%
1,158
+160
220
$63K 0.02%
717
-145
221
$63K 0.02%
1,070
222
$63K 0.02%
300
+275
223
$62K 0.02%
814
224
$62K 0.02%
582
225
$61K 0.02%
254
+17
7 8
9
10 11