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
676
$5K ﹤0.01%
+599
677
$5K ﹤0.01%
364
-315
678
$5K ﹤0.01%
107
679
$5K ﹤0.01%
+196
680
$5K ﹤0.01%
413
-301
681
$5K ﹤0.01%
89
-53
682
$5K ﹤0.01%
38
683
$5K ﹤0.01%
14
684
$5K ﹤0.01%
67
685
$5K ﹤0.01%
89
686
$5K ﹤0.01%
90
687
$5K ﹤0.01%
58
+21
688
$5K ﹤0.01%
45
689
$5K ﹤0.01%
72
690
$5K ﹤0.01%
108
691
$5K ﹤0.01%
30
692
$5K ﹤0.01%
+7
693
$5K ﹤0.01%
127
694
$5K ﹤0.01%
105
-25
695
$5K ﹤0.01%
154
696
$5K ﹤0.01%
140
+49
697
$5K ﹤0.01%
35
698
$5K ﹤0.01%
277
+265
699
$5K ﹤0.01%
279
700
$5K ﹤0.01%
138
-38
26 27
28
29 30