LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
This Quarter Return
-0.86%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$598M
AUM Growth
+$598M
(-1.1%)
Cap. Flow
+$6.77M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
39.23%
Holding
380
New
35
Increased
190
Reduced
121
Closed
18
Top Buys
Top Sells
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 | |
|---|---|---|---|---|---|---|
376
Synchrony
SYF
$28.4B
| – | – |
-3,164
| Closed | -$206K |
|
377
Vanguard Small-Cap ETF
VB
$66.4B
| – | – |
-853
| Closed | -$205K |
|
378
Viatris
VTRS
$12.3B
| – | – |
-10,006
| Closed | -$125K |
|
379
Zoetis
ZTS
$69.3B
| – | – |
-1,282
| Closed | -$209K |
|
|
SW
380
Smurfit Westrock plc
SW
$24.7B
| – | – |
-5,763
| Closed | -$310K |
|