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
276
$295K 0.05%
1,352
+92
277
$294K 0.05%
+7,610
278
$292K 0.05%
+3,105
279
$290K 0.05%
3,951
+449
280
$289K 0.05%
+9,555
281
$288K 0.05%
+565
282
$286K 0.04%
2,796
-293
283
$280K 0.04%
1,705
+210
284
$278K 0.04%
12,800
+1,103
285
$277K 0.04%
+2,807
286
$276K 0.04%
2,529
-248
287
$275K 0.04%
74
288
$273K 0.04%
+2,775
289
$272K 0.04%
7,675
+135
290
$271K 0.04%
8,246
291
$269K 0.04%
8,241
+112
292
$266K 0.04%
+1,634
293
$259K 0.04%
2,345
-8
294
$258K 0.04%
4,420
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295
$257K 0.04%
482
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296
$257K 0.04%
+3,654
297
$256K 0.04%
+1,374
298
$255K 0.04%
3,753
+65
299
$254K 0.04%
1,059
+1
300
$252K 0.04%
9,921
-16
10 11
12
13 14