LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
1-Year Return
17.88%
This Quarter Return
+11.16%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$295M
AUM Growth
+$36.8M
(+14%)
Cap. Flow
+$9.57M
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
69.64%
Holding
1,214
New
201
Increased
413
Reduced
178
Closed
128
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 7.99% |
| 2 | Consumer Staples | 4.6% |
| 3 | Technology | 3.31% |
| 4 | Healthcare | 2.78% |
| 5 | Energy | 2.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
McKesson
MCK
$85.5B
| $20K | 0.01% |
175
| – | – |
|
452
Annaly Capital Management
NLY
$14.2B
| $20K | 0.01% |
500
| – | – |
|
453
Nucor
NUE
$33.8B
| $20K | 0.01% |
349
-100
| -22% | -$5.73K |
|
454
Smith & Nephew
SNN
$16.5B
| $20K | 0.01% |
+492
| New | +$20K |
|
455
Stanley Black & Decker
SWK
$12.1B
| $20K | 0.01% |
150
-180
| -55% | -$24K |
|
456
Take-Two Interactive
TTWO
$44.2B
| $20K | 0.01% |
+214
| New | +$20K |
|
457
Vale
VALE
$44.4B
| $20K | 0.01% |
1,537
+200
| +15% | +$2.6K |
|
458
Zoetis
ZTS
$67.9B
| $20K | 0.01% |
203
-23
| -10% | -$2.27K |
|
459
Estee Lauder
EL
$32.1B
| $20K | 0.01% |
123
| – | – |
|
460
East-West Bancorp
EWBC
$14.8B
| $20K | 0.01% |
415
+64
| +18% | +$3.08K |
|
|
SIVB
461
DELISTED
SVB Financial Group
SIVB
| $20K | 0.01% |
91
| – | – |
|
462
American Airlines Group
AAL
$8.63B
| $19K | 0.01% |
600
| – | – |
|
463
Canadian National Railway
CNI
$60.3B
| $19K | 0.01% |
211
+160
| +314% | +$14.4K |
|
464
Kennametal
KMT
$1.67B
| $19K | 0.01% |
522
+194
| +59% | +$7.06K |
|
465
Service Corp International
SCI
$10.9B
| $19K | 0.01% |
472
| – | – |
|
466
Tanger
SKT
$3.94B
| $19K | 0.01% |
900
+600
| +200% | +$12.7K |
|
467
Travel + Leisure Co
TNL
$4.08B
| $19K | 0.01% |
472
+27
| +6% | +$1.09K |
|
|
AGN
468
DELISTED
Allergan plc
AGN
| $19K | 0.01% |
132
+44
| +50% | +$6.33K |
|
|
AZPN
469
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $19K | 0.01% |
187
| – | – |
|
470
Archer Daniels Midland
ADM
$30.2B
| $18K | 0.01% |
407
-23
| -5% | -$1.02K |
|
471
Boston Scientific
BSX
$159B
| $18K | 0.01% |
464
+413
| +810% | +$16K |
|
472
Domino's
DPZ
$15.7B
| $18K | 0.01% |
70
+5
| +8% | +$1.29K |
|
473
Eversource Energy
ES
$23.6B
| $18K | 0.01% |
256
+94
| +58% | +$6.61K |
|
474
Expedia Group
EXPE
$26.6B
| $18K | 0.01% |
152
+101
| +198% | +$12K |
|
475
Kohl's
KSS
$1.86B
| $18K | 0.01% |
267
+76
| +40% | +$5.12K |
|