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
301
$252K 0.04%
2,619
+3
302
$250K 0.04%
2,749
+123
303
$249K 0.04%
+1,551
304
$248K 0.04%
4,724
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305
$248K 0.04%
+2,595
306
$246K 0.04%
6,698
-7,384
307
$245K 0.04%
992
-8
308
$243K 0.04%
868
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309
$240K 0.04%
+626
310
$237K 0.04%
11,388
-1,906
311
$233K 0.04%
1,560
-249
312
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+1,039
313
$232K 0.04%
2,308
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314
$232K 0.04%
2,093
-293
315
$231K 0.04%
+307
316
$230K 0.04%
2,392
-3,845
317
$227K 0.04%
+11,094
318
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2,853
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319
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320
$225K 0.04%
2,549
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321
$218K 0.03%
886
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322
$218K 0.03%
2,066
-105
323
$217K 0.03%
1,708
+73
324
$217K 0.03%
+2,660
325
$214K 0.03%
2,109
+12
11 12
13
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