LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
1-Year Est. Return
17.88%
1 Year Est. Return
+17.88%
AUM
$598M
AUM Growth
-$6.91M
(-1.1%)
Holding
380
Top Buys
| 1 | +$6.08M | |
| 2 | +$1.81M | |
| 3 | +$1.51M | |
| 4 |
X
US Steel
X
|
+$682K |
| 5 |
WisdomTree True Emerging Markets Fund
XC
|
+$648K |
Top Sells
| 1 | +$4.18M | |
| 2 | +$3.89M | |
| 3 | +$3.64M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$845K |
| 5 |
American Airlines Group
AAL
|
+$708K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Synchrony
SYF
$25.8B
| – | – |
-3,164
|
|
||
377
Vanguard Small-Cap ETF
VB
$67B
| – | – |
-853
|
|
||
378
Viatris
VTRS
$11.9B
| – | – |
-10,006
|
|
||
379
Zoetis
ZTS
$63.8B
| – | – |
-1,282
|
|
||
|
SW
380
Smurfit Westrock
SW
$21.6B
| – | – |
-5,763
|
|