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 | |
|---|---|---|---|---|---|---|---|
| $226K | 0.04% | 4,232 | New | +$226K | |||
| $225K | 0.04% | 872 | New | +$225K | |||
| $225K | 0.04% | 3,106 -264 | -8% | -$19.1K | |||
| $224K | 0.04% | 2,049 | New | +$224K | |||
| $223K | 0.04% | 2,097 +6 | +0.3% | +$637 | |||
| $222K | 0.04% | 78,000 | – | – | |||
| $220K | 0.04% | 4,274 | New | +$220K | |||
| $219K | 0.04% | 5,187 +182 | +4% | +$7.68K | |||
| $219K | 0.04% | 6,132 -101,915 | -94% | -$3.64M | |||
| $218K | 0.04% | 22,511 +242 | +1% | +$2.35K | |||
| $216K | 0.04% | 2,897 -451 | -13% | -$33.7K | |||
| $216K | 0.04% | 2,100 | New | +$216K | |||
| $216K | 0.04% | 4,905 | New | +$216K | |||
| $214K | 0.04% | 442 -9 | -2% | -$4.36K | |||
| $214K | 0.04% | 1,635 | New | +$214K | |||
| $214K | 0.04% | 2,193 | New | +$214K | |||
| $214K | 0.04% | 1,948 -582 | -23% | -$63.8K | |||
| $212K | 0.04% | 676 +49 | +8% | +$15.4K | |||
| $210K | 0.04% | 3,502 | New | +$210K | |||
| $209K | 0.03% | 2,970 +109 | +4% | +$7.65K | |||
| $208K | 0.03% | 16,539 -9 | -0.1% | -$113 | |||
| $205K | 0.03% | 848 | New | +$205K | |||
| $205K | 0.03% | 25,021 | New | +$205K | |||
| $202K | 0.03% | 1,635 | New | +$202K | |||
| $200K | 0.03% | 3,688 -45 | -1% | -$2.45K |
