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
801
$2K ﹤0.01%
52
802
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69
803
$2K ﹤0.01%
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804
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23
805
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+21
806
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38
807
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27
808
$2K ﹤0.01%
1,200
809
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31
810
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69
811
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24
812
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813
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65
-105
814
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30
815
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81
816
$2K ﹤0.01%
102
817
$2K ﹤0.01%
20
818
$2K ﹤0.01%
+36
819
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820
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51
821
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91
822
$2K ﹤0.01%
13
823
$2K ﹤0.01%
62
824
$2K ﹤0.01%
94
825
$2K ﹤0.01%
959
+178
31 32
33
34 35