LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.34M
3
+$1.28M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
HLMN icon
Hillman Solutions
HLMN
+$1.05M

Top Sells

1
+$1.51M
2
+$1.37M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.16M
5
SHEL icon
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
26
$4.59M 0.72%
16,642
+1,749
27
$4.18M 0.65%
19,112
-68
28
$3.74M 0.58%
6,020
+481
29
$3.58M 0.56%
56,704
-2,293
30
$3.3M 0.52%
6,792
+13
31
$3.18M 0.5%
55,811
-3,436
32
$3.01M 0.47%
16,156
+35
33
$2.96M 0.46%
62,523
+23,592
34
$2.91M 0.45%
70,658
-408
35
$2.73M 0.43%
+41,250
36
$2.62M 0.41%
27,869
-5,770
37
$2.51M 0.39%
23,286
-5,827
38
$2.49M 0.39%
25,473
+690
39
$2.47M 0.39%
3,164
+129
40
$2.45M 0.38%
99,003
-7,918
41
$2.41M 0.38%
46,921
-3,068
42
$2.39M 0.37%
8,120
+128
43
$2.35M 0.37%
6,416
-1,304
44
$2.28M 0.36%
16,696
-4,210
45
$2.25M 0.35%
8,263
+1,802
46
$2.16M 0.34%
10,303
+485
47
$2.14M 0.33%
26,680
+8,376
48
$2.11M 0.33%
3,759
-21
49
$2M 0.31%
28,063
-1,159
50
$1.99M 0.31%
28,079
+903
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