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
526
$10K ﹤0.01%
405
+67
527
$10K ﹤0.01%
223
+26
528
$10K ﹤0.01%
126
-103
529
$10K ﹤0.01%
+181
530
$10K ﹤0.01%
332
-86
531
$10K ﹤0.01%
816
532
$10K ﹤0.01%
873
+178
533
$10K ﹤0.01%
436
+20
534
$10K ﹤0.01%
108
535
$10K ﹤0.01%
333
536
$10K ﹤0.01%
100
537
$10K ﹤0.01%
460
538
$10K ﹤0.01%
3
+1
539
$9K ﹤0.01%
79
-9
540
$9K ﹤0.01%
2,022
+8
541
$9K ﹤0.01%
170
+137
542
$9K ﹤0.01%
46
-11
543
$9K ﹤0.01%
70
544
$9K ﹤0.01%
147
545
$9K ﹤0.01%
280
+89
546
$9K ﹤0.01%
77
-31
547
$9K ﹤0.01%
232
548
$9K ﹤0.01%
2
549
$9K ﹤0.01%
159
+79
550
$9K ﹤0.01%
38
20 21
22
23 24