LFA
Legacy Financial Advisors Portfolio holdings
AUM
$726M
1-Year Est. Return
19.8%
1 Year Est. Return
+19.8%
AUM
$640M
AUM Growth
+$42.2M
(+7.1%)
Holding
416
Top Buys
| 1 | +$2.73M | |
| 2 | +$1.44M | |
| 3 | +$1.41M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.38M |
| 5 |
Citigroup
C
|
+$1.16M |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.37M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
SAP
SAP
$285B
| – | – |
-3,145
|
|
||
|
402
Shell
SHEL
$217B
| – | – |
-15,142
|
|
||
403
Sumitomo Mitsui Financial
SMFG
$112B
| – | – |
-16,582
|
|
||
404
Sanofi
SNY
$127B
| – | – |
-5,144
|
|
||
405
Sony
SONY
$180B
| – | – |
-36,134
|
|
||
406
Simon Property Group
SPG
$59.7B
| – | – |
-2,338
|
|
||
407
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
| – | – |
-5,121
|
|
||
408
Stanley Black & Decker
SWK
$10.2B
| – | – |
-5,388
|
|
||
409
Toyota
TM
$266B
| – | – |
-4,724
|
|
||
410
T. Rowe Price
TROW
$22.2B
| – | – |
-6,435
|
|
||
411
TSMC
TSM
$1.48T
| – | – |
-8,255
|
|
||
412
TotalEnergies
TTE
$141B
| – | – |
-12,536
|
|
||
413
Unilever
UL
$145B
| – | – |
-16,306
|
|
||
414
VF Corp
VFC
$5.85B
| – | – |
-11,659
|
|
||
415
Welltower
WELL
$133B
| – | – |
-2,967
|
|
||
|
X
416
DELISTED
US Steel
X
| – | – |
-16,132
|
|