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
326
$27K 0.01%
108
+2
327
$27K 0.01%
390
328
$27K 0.01%
300
329
$27K 0.01%
88
330
$27K 0.01%
450
331
$27K 0.01%
191
-55
332
$27K 0.01%
192
333
$27K 0.01%
3,350
334
$26K 0.01%
300
335
$26K 0.01%
448
-2,038
336
$26K 0.01%
186
337
$26K 0.01%
290
338
$25K 0.01%
1,210
339
$25K 0.01%
382
+34
340
$25K 0.01%
295
+7
341
$25K 0.01%
339
342
$25K 0.01%
194
343
$24K 0.01%
294
-20
344
$24K 0.01%
3,867
345
$24K 0.01%
262
346
$24K 0.01%
288
347
$24K 0.01%
454
-131
348
$24K 0.01%
432
-118
349
$24K 0.01%
639
+135
350
$24K 0.01%
445
12 13
14
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