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
$283M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$903K
3
+$493K
4
FITB
Fifth Third Bancorp
FITB
+$478K
5
AEM icon
Agnico Eagle Mines
AEM
+$471K

Top Sells

1
+$1.02M
2
+$226K
3
+$221K
4
LLY icon
Eli Lilly
LLY
+$219K
5
BMY icon
Bristol-Myers Squibb
BMY
+$188K

Sector Composition

1 Financials 7.56%
2 Consumer Staples 4.33%
3 Technology 2.5%
4 Healthcare 1.87%
5 Energy 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-3
1002
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-1,463
1003
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1004
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1005
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1006
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1007
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-1,210
1008
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-23
1009
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1010
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-42
1011
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-515
1012
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-178
1013
– –
-1,444
1014
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-18
1015
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-4
1016
– –
-604
1017
– –
-399
1018
– –
-330
1019
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-158
1020
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1021
– –
-490
1022
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-509
1023
– –
-25
1024
– –
-2,027
1025
– –
-532
39 40
41
42 43