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
401
$17K 0.01%
143
-19
402
$17K 0.01%
1,060
403
$17K 0.01%
175
404
$17K 0.01%
608
+335
405
$16K 0.01%
89
406
$16K 0.01%
1,475
-3,325
407
$16K 0.01%
277
408
$16K 0.01%
114
+36
409
$16K 0.01%
274
+73
410
$16K 0.01%
43
411
$16K 0.01%
99
412
$16K 0.01%
564
413
$16K 0.01%
131
414
$16K 0.01%
92
+25
415
$16K 0.01%
1,000
-1,700
416
$16K 0.01%
+596
417
$16K 0.01%
206
418
$15K 0.01%
216
419
$15K 0.01%
173
420
$15K 0.01%
408
421
$15K 0.01%
921
422
$15K 0.01%
680
423
$15K 0.01%
44
424
$15K 0.01%
310
425
$15K 0.01%
230
15 16
17
18 19