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 | |
|---|---|---|---|---|---|---|---|
| $290K | 0.05% | 2,777 -624 | -18% | -$65.2K | |||
| $289K | 0.05% | 2,769 +247 | +10% | +$25.7K | |||
| $288K | 0.05% | 2,366 -38 | -2% | -$4.63K | |||
| $287K | 0.05% | 9,937 -31 | -0.3% | -$896 | |||
| $285K | 0.05% | 5,144 | New | +$285K | |||
| $284K | 0.05% | 348 -12 | -3% | -$9.8K | |||
| $283K | 0.05% | 1,245 +137 | +12% | +$31.2K | |||
| $282K | 0.05% | 74 +5 | +7% | +$19.1K | |||
| $282K | 0.05% | 3,241 +619 | +24% | +$53.8K | |||
| $281K | 0.05% | 100,092 +92 | +0.1% | +$259 | |||
| $280K | 0.05% | 5,839 +104 | +2% | +$4.99K | |||
| $274K | 0.05% | 7,067 | New | +$274K | |||
| $272K | 0.05% | 40,670 -534 | -1% | -$3.58K | |||
| $272K | 0.05% | 3,471 -341 | -9% | -$26.7K | |||
| $270K | 0.05% | 849 -23 | -3% | -$7.31K | |||
| $269K | 0.04% | 4,555 -184 | -4% | -$10.9K | |||
| $267K | 0.04% | 25,914 +2,317 | +10% | +$23.8K | |||
| $263K | 0.04% | 2,616 +64 | +3% | +$6.43K | |||
| $262K | 0.04% | 2,641 -72 | -3% | -$7.14K | |||
| $262K | 0.04% | 5,121 | New | +$262K | |||
| $260K | 0.04% | 3,843 | New | +$260K | |||
| $259K | 0.04% | 1,132 +182 | +19% | +$41.7K | |||
| $259K | 0.04% | 1,878 -3 | -0.2% | -$413 | |||
| $258K | 0.04% | 13,294 | New | +$258K | |||
| $256K | 0.04% | 16,582 +3,900 | +31% | +$60.3K |
