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
151
$123K 0.04%
1,542
-37
152
$123K 0.04%
6,820
153
$122K 0.04%
2,920
+36
154
$122K 0.04%
1,908
+28
155
$121K 0.04%
1,936
+37
156
$120K 0.04%
3,403
157
$118K 0.04%
1,542
158
$118K 0.04%
3,160
+390
159
$113K 0.04%
2,571
160
$112K 0.04%
2,368
161
$109K 0.04%
857
162
$108K 0.04%
724
+640
163
$108K 0.04%
930
-88
164
$108K 0.04%
+2,441
165
$103K 0.04%
1,300
+1,100
166
$103K 0.04%
378
+12
167
$103K 0.04%
1,278
168
$103K 0.04%
2,523
169
$101K 0.04%
1,316
170
$101K 0.04%
8,370
-3,225
171
$99K 0.04%
1,386
+136
172
$98K 0.04%
1,526
+48
173
$97K 0.04%
2,321
-555
174
$97K 0.04%
2,000
175
$96K 0.03%
2,584
+1,919
5 6
7
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