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
376
$20K 0.01%
113
377
$20K 0.01%
1,248
378
$20K 0.01%
500
379
$19K 0.01%
57
+28
380
$19K 0.01%
266
381
$19K 0.01%
193
382
$19K 0.01%
445
383
$19K 0.01%
335
384
$19K 0.01%
575
385
$19K 0.01%
297
386
$18K 0.01%
500
387
$18K 0.01%
378
388
$18K 0.01%
427
-66
389
$18K 0.01%
39
-2
390
$18K 0.01%
54
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391
$18K 0.01%
160
392
$18K 0.01%
2,288
+151
393
$18K 0.01%
170
394
$18K 0.01%
42
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395
$18K 0.01%
+665
396
$17K 0.01%
323
397
$17K 0.01%
105
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398
$17K 0.01%
1,013
-232
399
$17K 0.01%
345
400
$17K 0.01%
400
14 15
16
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