LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$2.13M
3 +$1.66M
4
RGA icon
Reinsurance Group of America
RGA
+$828K
5
MSFT icon
Microsoft
MSFT
+$760K

Sector Composition

1 Technology 14.75%
2 Financials 9.09%
3 Consumer Discretionary 5.29%
4 Consumer Staples 4.75%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-982,379