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
551
$9K ﹤0.01%
97
552
$9K ﹤0.01%
545
+365
553
$9K ﹤0.01%
204
+10
554
$9K ﹤0.01%
209
555
$9K ﹤0.01%
84
556
$9K ﹤0.01%
33
557
$9K ﹤0.01%
1,886
-1,044
558
$9K ﹤0.01%
221
+29
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$9K ﹤0.01%
179
+44
560
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129
561
$9K ﹤0.01%
315
+67
562
$9K ﹤0.01%
204
563
$9K ﹤0.01%
+98
564
$9K ﹤0.01%
60
+53
565
$9K ﹤0.01%
142
566
$9K ﹤0.01%
262
+21
567
$9K ﹤0.01%
135
568
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-48
569
$9K ﹤0.01%
258
-31
570
$8K ﹤0.01%
287
571
$8K ﹤0.01%
355
+118
572
$8K ﹤0.01%
186
573
$8K ﹤0.01%
427
-46
574
$8K ﹤0.01%
72
575
$8K ﹤0.01%
313
21 22
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