LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
This Quarter Return
-4.01%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$445M
AUM Growth
+$445M
(+2%)
Cap. Flow
+$28.9M
Cap. Flow
% of AUM
6.5%
Top 10 Holdings %
Top 10 Hldgs %
65.94%
Holding
253
New
48
Increased
114
Reduced
71
Closed
12
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.74% |
| 2 | Financials | 6.53% |
| 3 | Consumer Staples | 4.13% |
| 4 | Healthcare | 3.74% |
| 5 | Industrials | 3.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Unilever
UL
$155B
| – | – |
-5,299
| Closed | -$285K |
|
252
Vanguard Mid-Cap ETF
VO
$86.4B
| – | – |
-991
| Closed | -$252K |
|
253
Waste Management
WM
$90.3B
| – | – |
-1,218
| Closed | -$203K |
|