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
776
$3K ﹤0.01%
94
777
$3K ﹤0.01%
+250
778
$3K ﹤0.01%
+176
779
$3K ﹤0.01%
122
780
$3K ﹤0.01%
33
781
$3K ﹤0.01%
115
782
$3K ﹤0.01%
93
783
$3K ﹤0.01%
17
784
$3K ﹤0.01%
48
785
$3K ﹤0.01%
118
-55
786
$3K ﹤0.01%
150
787
$3K ﹤0.01%
77
788
$3K ﹤0.01%
20
789
$2K ﹤0.01%
+127
790
$2K ﹤0.01%
40
791
$2K ﹤0.01%
58
+27
792
$2K ﹤0.01%
11
-8
793
$2K ﹤0.01%
44
794
$2K ﹤0.01%
35
795
$2K ﹤0.01%
61
796
$2K ﹤0.01%
104
797
$2K ﹤0.01%
112
798
$2K ﹤0.01%
30
-33
799
$2K ﹤0.01%
49
800
$2K ﹤0.01%
38
30 31
32
33 34