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 | |
|---|---|---|---|---|---|---|---|
| $366K | 0.06% | 26,874 +3,283 | +14% | +$44.7K | |||
| $365K | 0.06% | 5,145 +1,698 | +49% | +$121K | |||
| $364K | 0.06% | 837 +76 | +10% | +$33K | |||
| $364K | 0.06% | 20,000 | New | +$364K | |||
| $361K | 0.06% | 4,649 -3 | -0.1% | -$233 | |||
| $361K | 0.06% | 705 +21 | +3% | +$10.7K | |||
| $352K | 0.06% | 1,720 -803 | -32% | -$165K | |||
| $344K | 0.06% | 3,773 +330 | +10% | +$30.1K | |||
| $343K | 0.06% | 3,271 +333 | +11% | +$34.9K | |||
| $332K | 0.06% | 4,040 +209 | +5% | +$17.2K | |||
| $330K | 0.06% | 1,297 -81 | -6% | -$20.6K | |||
| $323K | 0.05% | 3,226 | – | – | |||
| $322K | 0.05% | 12,902 +11 | +0.1% | +$275 | |||
| $321K | 0.05% | 115,196 -45,880 | -28% | -$128K | |||
| $319K | 0.05% | 1,309 +42 | +3% | +$10.2K | |||
| $314K | 0.05% | 7,000 | – | – | |||
| $308K | 0.05% | 1,163 +25 | +2% | +$6.61K | |||
| $305K | 0.05% | 6,079 -1,231 | -17% | -$61.8K | |||
| $303K | 0.05% | 3,614 | New | +$303K | |||
| $302K | 0.05% | 35,000 | – | – | |||
| $301K | 0.05% | 1,384 +195 | +16% | +$42.4K | |||
| $299K | 0.05% | 3,602 -187 | -5% | -$15.5K | |||
| $297K | 0.05% | 1,722 +4 | +0.2% | +$690 | |||
| $297K | 0.05% | 1,170 +43 | +4% | +$10.9K | |||
| $295K | 0.05% | 4,000 | – | – |
