LFA
Legacy Financial Advisors Portfolio holdings
AUM
$715M
1-Year Est. Return
22.34%
This Fund
S&P 500
1 Year Est. Return
+22.34%
AUM
$723M
AUM Growth
-$2.96M
(-0.41%)
Holding
461
Top Buys
| 1 | +$1.55M | |
| 2 | +$1.29M | |
| 3 | +$1.25M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$1.23M |
| 5 |
Procter & Gamble
PG
|
+$1.06M |
Top Sells
| 1 | +$7.4M | |
| 2 | +$2.66M | |
| 3 | +$1.93M | |
| 4 |
Optical Cable Corp
OCC
|
+$1.66M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.5M |
Sector Composition
| 1 | Technology | 15.83% |
| 2 | Financials | 10.07% |
| 3 | Consumer Discretionary | 5.51% |
| 4 | Communication Services | 5.26% |
| 5 | Industrials | 5.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Trade Desk
TTD
$11.3B
| – | – |
-5,281
|
|
||
452
Unilever
UL
$128B
| – | – |
-13,234
|
|
||
453
Diageo
DEO
$43.7B
| – | – |
-3,127
|
|
||
454
D.R. Horton
DHI
$40.7B
| – | – |
-1,183
|
|
||
455
Digital Realty Trust
DLR
$69.3B
| – | – |
-1,852
|
|
||
456
Equinix
EQIX
$107B
| – | – |
-410
|
|
||
457
iShares ESG Aware MSCI USA ETF
ESGU
$16.6B
| – | – |
-3,011
|
|
||
458
Veralto
VLTO
$21.7B
| – | – |
-1,887
|
|
||
459
Ventas
VTR
$42.7B
| – | – |
-2,932
|
|
||
460
Welltower
WELL
$153B
| – | – |
-3,988
|
|
||
461
Garmin
GRMN
$46B
| – | – |
-819
|
|