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
826
$2K ﹤0.01%
20
827
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10
828
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100
829
$2K ﹤0.01%
53
830
$2K ﹤0.01%
3
831
$1K ﹤0.01%
37
832
$1K ﹤0.01%
21
833
$1K ﹤0.01%
20
-39
834
$1K ﹤0.01%
28
-60
835
$1K ﹤0.01%
401
836
$1K ﹤0.01%
41
837
$1K ﹤0.01%
+27
838
$1K ﹤0.01%
49
839
$1K ﹤0.01%
29
840
$1K ﹤0.01%
16
841
$1K ﹤0.01%
5
-245
842
$1K ﹤0.01%
28
-47
843
$1K ﹤0.01%
82
844
$1K ﹤0.01%
10
845
$1K ﹤0.01%
39
-324
846
$1K ﹤0.01%
12
847
$1K ﹤0.01%
20
848
$1K ﹤0.01%
6
849
$1K ﹤0.01%
22
850
$1K ﹤0.01%
16
32 33
34
35 36