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
$640M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.34M
3
+$1.28M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
HLMN icon
Hillman Solutions
HLMN
+$1.05M

Top Sells

1
+$1.51M
2
+$1.37M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.16M
5
SHEL icon
Shell
SHEL
+$1.11M

Sector Composition

1 Technology 14.74%
2 Financials 10.25%
3 Consumer Discretionary 5.22%
4 Communication Services 5.04%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$414K 0.06%
4,604
-45
227
$408K 0.06%
3,720
-174
228
$403K 0.06%
2,041
+321
229
$399K 0.06%
5,119
+52
230
$397K 0.06%
1,324
-1,253
231
$387K 0.06%
+3,926
232
$386K 0.06%
6,881
+802
233
$386K 0.06%
1,206
+52
234
$382K 0.06%
+5,145
235
$381K 0.06%
1,666
-16
236
$381K 0.06%
2,503
-7,158
237
$380K 0.06%
850
-10
238
$378K 0.06%
+3,085
239
$378K 0.06%
14,269
-67
240
$378K 0.06%
+2,000
241
$376K 0.06%
+7,306
242
$375K 0.06%
32,157
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243
$374K 0.06%
6,030
-1,712
244
$374K 0.06%
3,226
245
$373K 0.06%
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246
$365K 0.06%
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247
$356K 0.06%
4,233
+193
248
$356K 0.06%
4,284
-11,186
249
$353K 0.06%
3,758
+287
250
$349K 0.05%
+2,880
8 9
10
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