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
601
$8K ﹤0.01%
59
602
$8K ﹤0.01%
28
+2
603
$8K ﹤0.01%
89
604
$7K ﹤0.01%
97
605
$7K ﹤0.01%
233
+29
606
$7K ﹤0.01%
55
607
$7K ﹤0.01%
+278
608
$7K ﹤0.01%
150
609
$7K ﹤0.01%
123
610
$7K ﹤0.01%
1,419
611
$7K ﹤0.01%
699
612
$7K ﹤0.01%
340
-12
613
$7K ﹤0.01%
385
614
$7K ﹤0.01%
48
-250
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$7K ﹤0.01%
44
616
$7K ﹤0.01%
200
617
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200
+84
618
$7K ﹤0.01%
209
619
$7K ﹤0.01%
150
620
$7K ﹤0.01%
147
-15
621
$7K ﹤0.01%
140
-36
622
$7K ﹤0.01%
63
623
$7K ﹤0.01%
410
624
$7K ﹤0.01%
58
625
$7K ﹤0.01%
400
-53
23 24
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