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
751
$3K ﹤0.01%
44
752
$3K ﹤0.01%
41
753
$3K ﹤0.01%
30
754
$3K ﹤0.01%
66
755
$3K ﹤0.01%
600
756
$3K ﹤0.01%
24
757
$3K ﹤0.01%
136
-29,375
758
$3K ﹤0.01%
161
-327
759
$3K ﹤0.01%
1,128
760
$3K ﹤0.01%
29
+23
761
$3K ﹤0.01%
132
762
$3K ﹤0.01%
30
763
$3K ﹤0.01%
44
764
$3K ﹤0.01%
379
765
$3K ﹤0.01%
800
766
$3K ﹤0.01%
48
767
$3K ﹤0.01%
309
+1
768
$3K ﹤0.01%
69
769
$3K ﹤0.01%
58
770
$3K ﹤0.01%
61
771
$3K ﹤0.01%
55
772
$3K ﹤0.01%
100
+54
773
$3K ﹤0.01%
30
774
$3K ﹤0.01%
73
-417
775
$3K ﹤0.01%
59
29 30
31
32 33