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
576
$8K ﹤0.01%
134
577
$8K ﹤0.01%
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578
$8K ﹤0.01%
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579
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580
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-700
581
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106
+75
582
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583
$8K ﹤0.01%
+312
584
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340
+84
585
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45
-6
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$8K ﹤0.01%
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$8K ﹤0.01%
+527
588
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472
589
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471
590
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151
591
$8K ﹤0.01%
360
592
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308
593
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130
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594
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119
-2,134
595
$8K ﹤0.01%
137
596
$8K ﹤0.01%
2,058
+361
597
$8K ﹤0.01%
204
+35
598
$8K ﹤0.01%
50
599
$8K ﹤0.01%
405
-85
600
$8K ﹤0.01%
165
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