LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
+$1.24M
2
+$1.11M
3
+$887K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$688K
5
BEN icon
Franklin Resources
BEN
+$488K

Top Sells

1
+$826K
2
+$625K
3
+$603K
4
CHKP icon
Check Point Software Technologies
CHKP
+$176K
5
XOM icon
Exxon Mobil
XOM
+$176K

Sector Composition

1 Financials 9.07%
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
276
$39K 0.01%
446
-13
277
$39K 0.01%
307
-88
278
$38K 0.01%
309
+9
279
$37K 0.01%
538
-91
280
$37K 0.01%
449
+210
281
$37K 0.01%
894
-192
282
$37K 0.01%
535
+90
283
$36K 0.01%
237
284
$36K 0.01%
822
285
$36K 0.01%
546
+40
286
$36K 0.01%
367
287
$36K 0.01%
708
-47
288
$35K 0.01%
360
+32
289
$35K 0.01%
2,340
-820
290
$35K 0.01%
203
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291
$35K 0.01%
482
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292
$34K 0.01%
540
293
$34K 0.01%
+70
294
$34K 0.01%
315
295
$34K 0.01%
605
296
$34K 0.01%
805
+100
297
$34K 0.01%
103
298
$33K 0.01%
265
299
$33K 0.01%
2,119
-368
300
$32K 0.01%
5,899
-159
10 11
12
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