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 | |
|---|---|---|---|---|---|---|---|
| $181K | 0.03% | 11,659 -116 | -1% | -$1.8K | |||
| $181K | 0.03% | 20,611 +1,042 | +5% | +$9.13K | |||
| $156K | 0.03% | 10,159 | New | +$156K | |||
| $115K | 0.02% | 30,235 -9,607 | -24% | -$36.7K | |||
| $110K | 0.02% | 10,251 | New | +$110K | |||
| $90.5K | 0.02% | 16,421 +2,730 | +20% | +$15K | |||
| $88.9K | 0.01% | 16,168 | New | +$88.9K | |||
| $67.8K | 0.01% | 12,864 | New | +$67.8K | |||
| $57.6K | 0.01% | 20,000 | – | – | |||
| $51.6K | 0.01% | 19,000 | – | – | |||
| $21.8K | 0% | 36,000 | – | – | |||
| $4.56K | 0% | 10,000 | – | – | |||
| $0 | 0% | 0 -40,591 | Closed | – | |||
| $0 | 0% | 0 -8,500 | Closed | – | |||
| $0 | 0% | 0 -5,174 | Closed | – | |||
| $0 | 0% | 0 -1,009 | Closed | – | |||
| $0 | 0% | 0 -79,337 | Closed | – | |||
| $0 | 0% | 0 -3,267 | Closed | – | |||
| $0 | 0% | 0 -6,275 | Closed | – | |||
| $0 | 0% | 0 -2,335 | Closed | – | |||
| $0 | 0% | 0 -4,176 | Closed | – | |||
| $0 | 0% | 0 -11,208 | Closed | – | |||
| $0 | 0% | 0 -1,581 | Closed | – | |||
| $0 | 0% | 0 -2,639 | Closed | – | |||
| $0 | 0% | 0 -6,383 | Closed | – |
