LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
This Quarter Return
+10.28%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$640M
AUM Growth
+$640M
(+7.1%)
Cap. Flow
-$3.22M
Cap. Flow
% of AUM
-0.5%
Top 10 Holdings %
Top 10 Hldgs %
39.94%
Holding
416
New
54
Increased
160
Reduced
113
Closed
77
Top Buys
| 1 |
First Trust Long/Short Equity ETF
FTLS
|
$2.73M |
| 2 |
NVIDIA
NVDA
|
$1.44M |
| 3 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$1.41M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.38M |
| 5 |
Citigroup
C
|
$1.16M |
Top Sells
| 1 |
Novartis
NVS
|
$1.51M |
| 2 |
TSMC
TSM
|
$1.37M |
| 3 |
Novo Nordisk
NVO
|
$1.25M |
| 4 |
Apple
AAPL
|
$1.18M |
| 5 |
Shell
SHEL
|
$1.11M |
Sector Composition
| 1 | Technology | 14.74% |
| 2 | Financials | 10.25% |
| 3 | Consumer Discretionary | 5.22% |
| 4 | Communication Services | 5.04% |
| 5 | Industrials | 4.56% |
