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
NXPI icon
276
NXP Semiconductors
NXPI
$49.6B
$295K 0.05%
1,352
+92
MGA icon
277
Magna International
MGA
$13.8B
$294K 0.05%
+7,610
FBTC icon
278
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.4B
$292K 0.05%
+3,105
TD icon
279
Toronto Dominion Bank
TD
$139B
$290K 0.05%
3,951
+449
BAX icon
280
Baxter International
BAX
$9.49B
$289K 0.05%
+9,555
CRWD icon
281
CrowdStrike
CRWD
$135B
$288K 0.05%
+565
ANET icon
282
Arista Networks
ANET
$165B
$286K 0.04%
2,796
-293
VOE icon
283
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$280K 0.04%
1,705
+210
NUHY icon
284
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$97M
$278K 0.04%
12,800
+1,103
APH icon
285
Amphenol
APH
$164B
$277K 0.04%
+2,807
IJR icon
286
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$276K 0.04%
2,529
-248
AZO icon
287
AutoZone
AZO
$64.2B
$275K 0.04%
74
LBRDK icon
288
Liberty Broadband Class C
LBRDK
$6.75B
$273K 0.04%
+2,775
INEQ
289
Columbia International Equity Income ETF
INEQ
$50.6M
$272K 0.04%
7,675
+135
SLV icon
290
iShares Silver Trust
SLV
$24.7B
$271K 0.04%
8,246
CSX icon
291
CSX Corp
CSX
$65B
$269K 0.04%
8,241
+112
STZ icon
292
Constellation Brands
STZ
$22.5B
$266K 0.04%
+1,634
PNFP icon
293
Pinnacle Financial Partners
PNFP
$6.92B
$259K 0.04%
2,345
-8
EQT icon
294
EQT Corp
EQT
$37.4B
$258K 0.04%
4,420
+188
AMP icon
295
Ameriprise Financial
AMP
$42.6B
$257K 0.04%
482
+40
MCHP icon
296
Microchip Technology
MCHP
$28.9B
$257K 0.04%
+3,654
HWM icon
297
Howmet Aerospace
HWM
$81.8B
$256K 0.04%
+1,374
XYZ
298
Block Inc
XYZ
$36.8B
$255K 0.04%
3,753
+65
WDAY icon
299
Workday
WDAY
$61.6B
$254K 0.04%
1,059
+1
CTRA icon
300
Coterra Energy
CTRA
$20.1B
$252K 0.04%
9,921
-16
10 11
12
13 14