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
501
$11K ﹤0.01%
210
-21
502
$11K ﹤0.01%
668
+147
503
$11K ﹤0.01%
547
-126
504
$11K ﹤0.01%
238
505
$11K ﹤0.01%
362
506
$11K ﹤0.01%
308
+38
507
$11K ﹤0.01%
1,124
+119
508
$11K ﹤0.01%
114
+7
509
$11K ﹤0.01%
1,704
510
$11K ﹤0.01%
4,921
511
$11K ﹤0.01%
501
512
$10K ﹤0.01%
+45
513
$10K ﹤0.01%
156
514
$10K ﹤0.01%
299
515
$10K ﹤0.01%
52
+17
516
$10K ﹤0.01%
1,059
517
$10K ﹤0.01%
229
+33
518
$10K ﹤0.01%
102
519
$10K ﹤0.01%
70
520
$10K ﹤0.01%
71
521
$10K ﹤0.01%
129
+68
522
$10K ﹤0.01%
228
+27
523
$10K ﹤0.01%
422
524
$10K ﹤0.01%
12
525
$10K ﹤0.01%
366
+32
19 20
21
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