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
626
$7K ﹤0.01%
80
627
$7K ﹤0.01%
110
628
$7K ﹤0.01%
355
+130
629
$7K ﹤0.01%
38
-55
630
$7K ﹤0.01%
199
631
$7K ﹤0.01%
52
632
$7K ﹤0.01%
500
633
$7K ﹤0.01%
+440
634
$6K ﹤0.01%
195
+174
635
$6K ﹤0.01%
65
636
$6K ﹤0.01%
46
637
$6K ﹤0.01%
437
638
$6K ﹤0.01%
100
639
$6K ﹤0.01%
83
640
$6K ﹤0.01%
90
+81
641
$6K ﹤0.01%
80
642
$6K ﹤0.01%
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643
$6K ﹤0.01%
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644
$6K ﹤0.01%
483
-286
645
$6K ﹤0.01%
60
646
$6K ﹤0.01%
100
647
$6K ﹤0.01%
273
648
$6K ﹤0.01%
128
649
$6K ﹤0.01%
34
-256
650
$6K ﹤0.01%
72
24 25
26
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