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
476
$12K ﹤0.01%
64
477
$12K ﹤0.01%
84
478
$12K ﹤0.01%
51
479
$12K ﹤0.01%
1,980
+1,449
480
$12K ﹤0.01%
232
481
$12K ﹤0.01%
428
+22
482
$12K ﹤0.01%
630
483
$12K ﹤0.01%
87
484
$12K ﹤0.01%
434
+63
485
$12K ﹤0.01%
583
+110
486
$12K ﹤0.01%
80
487
$11K ﹤0.01%
487
-69
488
$11K ﹤0.01%
91
-116
489
$11K ﹤0.01%
351
+243
490
$11K ﹤0.01%
196
491
$11K ﹤0.01%
94
-1,551
492
$11K ﹤0.01%
130
+46
493
$11K ﹤0.01%
1,000
494
$11K ﹤0.01%
1,325
+134
495
$11K ﹤0.01%
1,305
+136
496
$11K ﹤0.01%
293
-14
497
$11K ﹤0.01%
238
498
$11K ﹤0.01%
312
499
$11K ﹤0.01%
226
500
$11K ﹤0.01%
620
18 19
20
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