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
451
$13K ﹤0.01%
65
+3
452
$13K ﹤0.01%
82
453
$13K ﹤0.01%
93
454
$13K ﹤0.01%
365
455
$13K ﹤0.01%
55
456
$13K ﹤0.01%
100
-26
457
$13K ﹤0.01%
236
458
$13K ﹤0.01%
744
459
$13K ﹤0.01%
78
460
$13K ﹤0.01%
162
-13
461
$13K ﹤0.01%
+315
462
$12K ﹤0.01%
400
463
$12K ﹤0.01%
152
+6
464
$12K ﹤0.01%
1,029
465
$12K ﹤0.01%
72
466
$12K ﹤0.01%
253
+18
467
$12K ﹤0.01%
184
+106
468
$12K ﹤0.01%
82
469
$12K ﹤0.01%
216
470
$12K ﹤0.01%
45
+5
471
$12K ﹤0.01%
778
+63
472
$12K ﹤0.01%
2,163
-208
473
$12K ﹤0.01%
168
-11
474
$12K ﹤0.01%
266
+59
475
$12K ﹤0.01%
366
-9
17 18
19
20 21