LFA

Legacy Financial Advisors Portfolio holdings

AUM $598M
AUM
$598M
AUM Growth
-$6.91M
Cap. Flow
+$15.8M
Cap. Flow %
2.64%
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

1Technology13.65%
2Financials9.49%
3Healthcare5.53%
4Consumer Staples4.91%
5Industrials4.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$256K0.04%8,246 New
+$256K
$253K0.04%183
+6
+3%
+$8.3K
$253K0.04%1,809
-454
-20%
-$63.5K
$250K0.04%18,384
+589
+3%
+$8.02K
$250K0.04%30,365 New
+$250K
$250K0.04%2,353
-61
-3%
-$6.47K
$249K0.04%4,164
-76
-2%
-$4.54K
$249K0.04%422 New
+$249K
$248K0.04%1,000
+118
+13%
+$29.3K
$248K0.04%11,697
-1,063
-8%
-$22.5K
$247K0.04%1,058
+32
+3%
+$7.47K
$246K0.04%2,626
+179
+7%
+$16.8K
$244K0.04%7,540
+18
+0.2%
+$583
$242K0.04%4,055
+31
+0.8%
+$1.85K
$242K0.04%2,189 New
+$242K
$241K0.04%2,171
+3
+0.1%
+$334
$240K0.04%1,495 New
+$240K
$239K0.04%1,260 New
+$239K
$239K0.04%3,089
-229
-7%
-$17.7K
$239K0.04%8,129
-1,847
-19%
-$54.4K
$239K0.04%1,669
+232
+16%
+$33.2K
$237K0.04%3,761
+160
+4%
+$10.1K
$235K0.04%2,474 New
+$235K
$228K0.04%2,386 New
+$228K
$227K0.04%2,811
-16
-0.6%
-$1.29K
1 111213141516