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
$723M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.29M
3 +$1.25M
4
FISV
Fiserv Inc
FISV
+$1.23M
5
PG icon
Procter & Gamble
PG
+$1.06M

Top Sells

1 +$7.4M
2 +$2.66M
3 +$1.93M
4
OCC icon
Optical Cable Corp
OCC
+$1.66M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.5M

Sector Composition

1 Technology 15.83%
2 Financials 10.07%
3 Consumer Discretionary 5.51%
4 Communication Services 5.26%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSCI icon
351
MSCI
MSCI
$41.5B
$246K 0.03%
+428
XYZ
352
Block Inc
XYZ
$44.3B
$246K 0.03%
3,775
-163
OKE icon
353
Oneok
OKE
$52.8B
$242K 0.03%
3,286
+59
HIG icon
354
Hartford Financial Services
HIG
$38.2B
$241K 0.03%
1,747
+41
ETR icon
355
Entergy
ETR
$52B
$240K 0.03%
2,595
-742
HPE icon
356
Hewlett Packard
HPE
$36.9B
$237K 0.03%
9,864
-1,001
NU icon
357
Nu Holdings
NU
$73.4B
$235K 0.03%
14,027
+2,177
PWR icon
358
Quanta Services
PWR
$90.8B
$233K 0.03%
553
+27
WAB icon
359
Wabtec
WAB
$45B
$233K 0.03%
+1,091
ESTC icon
360
Elastic
ESTC
$5.07B
$232K 0.03%
+3,078
MKTX icon
361
MarketAxess Holdings
MKTX
$5.86B
$228K 0.03%
+1,257
NBIX icon
362
Neurocrine Biosciences
NBIX
$13.2B
$227K 0.03%
+1,603
AZO icon
363
AutoZone
AZO
$59B
$225K 0.03%
66
-31
CNQ icon
364
Canadian Natural Resources
CNQ
$90.4B
$224K 0.03%
+6,625
BKR icon
365
Baker Hughes
BKR
$58.7B
$224K 0.03%
4,910
+338
NXPI icon
366
NXP Semiconductors
NXPI
$55.9B
$223K 0.03%
1,030
-240
EXEL icon
367
Exelixis
EXEL
$11.1B
$223K 0.03%
+5,077
TSN icon
368
Tyson Foods
TSN
$22.4B
$223K 0.03%
+3,796
BMRN icon
369
BioMarin Pharmaceuticals
BMRN
$10.6B
$222K 0.03%
+3,733
ROP icon
370
Roper Technologies
ROP
$36.8B
$222K 0.03%
498
+51
TDG icon
371
TransDigm Group
TDG
$72B
$222K 0.03%
167
DASH icon
372
DoorDash
DASH
$82.5B
$221K 0.03%
974
-206
WHR icon
373
Whirlpool
WHR
$3.69B
$219K 0.03%
3,032
-27
WDAY icon
374
Workday
WDAY
$32.9B
$218K 0.03%
1,017
-96
FTNT icon
375
Fortinet
FTNT
$61.1B
$217K 0.03%
+2,737