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
251
$348K 0.05%
3,047
-416
252
$342K 0.05%
+1,060
253
$341K 0.05%
3,366
-1,745
254
$338K 0.05%
2,535
+587
255
$337K 0.05%
+30,067
256
$335K 0.05%
671
-34
257
$332K 0.05%
+9,366
258
$327K 0.05%
1,223
+60
259
$326K 0.05%
+3,576
260
$325K 0.05%
912
-54
261
$325K 0.05%
1,206
+36
262
$323K 0.05%
1,799
-2,849
263
$319K 0.05%
1,901
+23
264
$319K 0.05%
1,196
-49
265
$318K 0.05%
13,089
+187
266
$317K 0.05%
100,193
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267
$312K 0.05%
41,073
+10,708
268
$312K 0.05%
4,000
269
$312K 0.05%
+15,367
270
$309K 0.05%
203
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271
$305K 0.05%
4,421
+578
272
$303K 0.05%
5,741
-98
273
$301K 0.05%
2,889
+696
274
$299K 0.05%
4,754
+699
275
$298K 0.05%
849
9 10
11
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