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
326
$211K 0.03%
1,640
-6,718
327
$211K 0.03%
2,580
-61
328
$210K 0.03%
+850
329
$207K 0.03%
1,999
-50
330
$207K 0.03%
+3,734
331
$205K 0.03%
904
-405
332
$205K 0.03%
4,469
-33
333
$205K 0.03%
+1,609
334
$204K 0.03%
+6,982
335
$204K 0.03%
360
-62
336
$202K 0.03%
+3,648
337
$201K 0.03%
613
-63
338
$112K 0.02%
19,000
339
$25.3K ﹤0.01%
1,800
340
– –
-14,241
341
– –
-3,773
342
– –
-11,659
343
– –
-2,769
344
– –
-7,000
345
– –
-4,555
346
– –
-3,881
347
– –
-3,531
348
– –
-16,653
349
– –
-1,384
350
– –
-1,494
12 13
14
15 16