LFA
Legacy Financial Advisors Portfolio holdings
AUM $598M
AUM
$598M
AUM Growth
-$6.91M (-1%)
Cap. Flow
+$15.8M
Cap. Flow % of AUM
2.64%
Top 10 Holdings %Top 10 Hldgs %
39.23%
Holding
380
New
35
Increased
190
Reduced
121
Closed
18
Top Buys
| 1 | $6.08M | |
| 2 | $1.81M | |
| 3 | $1.51M | |
| 4 | $682K | |
| 5 | $648K |
Top Sells
| 1 | $3.89M | |
| 2 | $3.64M | |
| 3 | $845K | |
| 4 | $705K | |
| 5 | $445K |
Sector Composition
| 1 | Technology | 13.65% |
| 2 | Financials | 9.49% |
| 3 | Healthcare | 5.53% |
| 4 | Consumer Staples | 4.91% |
| 5 | Industrials | 4.69% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $416K | 0.07% | 3,463 +324 | +10% | +$39K | |||
| $414K | 0.07% | 5,388 +101 | +2% | +$7.77K | |||
| $412K | 0.07% | 5,067 -20 | -0.4% | -$1.63K | |||
| $412K | 0.07% | 2,412 +318 | +15% | +$54.3K | |||
| $410K | 0.07% | 3,663 +465 | +15% | +$52.1K | |||
| $407K | 0.07% | 10,870 -559 | -5% | -$20.9K | |||
| $402K | 0.07% | 7,981 +468 | +6% | +$23.6K | |||
| $401K | 0.07% | 4,716 | – | – | |||
| $401K | 0.07% | 14,336 -922 | -6% | -$25.8K | |||
| $400K | 0.07% | 3,999 -2,951 | -42% | -$295K | |||
| $399K | 0.07% | 1,684 +97 | +6% | +$23K | |||
| $398K | 0.07% | 1,154 +160 | +16% | +$55.2K | |||
| $398K | 0.07% | 2,102 -29 | -1% | -$5.49K | |||
| $397K | 0.07% | 1,665 +45 | +3% | +$10.7K | |||
| $394K | 0.07% | 7,654 +2,438 | +47% | +$126K | |||
| $394K | 0.07% | 766 -14 | -2% | -$7.2K | |||
| $391K | 0.07% | 860 +10 | +1% | +$4.55K | |||
| $389K | 0.07% | 1,682 +105 | +7% | +$24.3K | |||
| $388K | 0.06% | 2,338 -192 | -8% | -$31.9K | |||
| $386K | 0.06% | 966 +45 | +5% | +$18K | |||
| $385K | 0.06% | 2,739 | – | – | |||
| $383K | 0.06% | 12,496 +1,877 | +18% | +$57.5K | |||
| $381K | 0.06% | 3,894 | – | – | |||
| $374K | 0.06% | 556 -2 | -0.4% | -$1.35K | |||
| $371K | 0.06% | 3,881 -227 | -6% | -$21.7K |
