LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
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 +$2.73M
2 +$1.44M
3 +$1.41M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
C icon
Citigroup
C
+$1.16M

Top Sells

1 +$1.51M
2 +$1.37M
3 +$1.25M
4
AAPL icon
Apple
AAPL
+$1.18M
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
EXPD icon
251
Expeditors International
EXPD
$18.6B
$348K 0.05%
3,047
-416
CEG icon
252
Constellation Energy
CEG
$106B
$342K 0.05%
+1,060
WHR icon
253
Whirlpool
WHR
$3.95B
$341K 0.05%
3,366
-1,745
EMR icon
254
Emerson Electric
EMR
$71.7B
$338K 0.05%
2,535
+587
AAL icon
255
American Airlines Group
AAL
$8.42B
$337K 0.05%
+30,067
NOC icon
256
Northrop Grumman
NOC
$79.6B
$335K 0.05%
671
-34
CRBG icon
257
Corebridge Financial
CRBG
$14.7B
$332K 0.05%
+9,366
TRV icon
258
Travelers Companies
TRV
$64.1B
$327K 0.05%
1,223
+60
ZBH icon
259
Zimmer Biomet
ZBH
$17.8B
$326K 0.05%
+3,576
AON icon
260
Aon
AON
$75.3B
$325K 0.05%
912
-54
ECL icon
261
Ecolab
ECL
$73.2B
$325K 0.05%
1,206
+36
DGX icon
262
Quest Diagnostics
DGX
$20.8B
$323K 0.05%
1,799
-2,849
CAH icon
263
Cardinal Health
CAH
$48.8B
$319K 0.05%
1,901
+23
HLT icon
264
Hilton Worldwide
HLT
$62.7B
$319K 0.05%
1,196
-49
FFBC icon
265
First Financial Bancorp
FFBC
$2.38B
$318K 0.05%
13,089
+187
SABR icon
266
Sabre
SABR
$671M
$317K 0.05%
100,193
+101
CLF icon
267
Cleveland-Cliffs
CLF
$6.11B
$312K 0.05%
41,073
+10,708
ZM icon
268
Zoom
ZM
$25.2B
$312K 0.05%
4,000
NCLH icon
269
Norwegian Cruise Line
NCLH
$8.33B
$312K 0.05%
+15,367
TDG icon
270
TransDigm Group
TDG
$75.5B
$309K 0.05%
203
+20
CVS icon
271
CVS Health
CVS
$98.8B
$305K 0.05%
4,421
+578
ADM icon
272
Archer Daniels Midland
ADM
$28.2B
$303K 0.05%
5,741
-98
CNI icon
273
Canadian National Railway
CNI
$59.2B
$301K 0.05%
2,889
+696
WMB icon
274
Williams Companies
WMB
$74.5B
$299K 0.05%
4,754
+699
IWV icon
275
iShares Russell 3000 ETF
IWV
$17.2B
$298K 0.05%
849