LFA
Legacy Financial Advisors Portfolio holdings
AUM $598M
AUM
$598M
AUM Growth
-$6.91M (-1%)
Cap. Flow
+$15.8M
Cap. Flow % of AUM
2.64%
Top 10 Holdings %Top 10 Hldgs %
39.23%
Holding
380
New
35
Increased
190
Reduced
121
Closed
18
Top Buys
| 1 | $6.08M | |
| 2 | $1.81M | |
| 3 | $1.51M | |
| 4 | $682K | |
| 5 | $648K |
Top Sells
| 1 | $3.89M | |
| 2 | $3.64M | |
| 3 | $845K | |
| 4 | $705K | |
| 5 | $445K |
Sector Composition
| 1 | Technology | 13.65% |
| 2 | Financials | 9.49% |
| 3 | Healthcare | 5.53% |
| 4 | Consumer Staples | 4.91% |
| 5 | Industrials | 4.69% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.95M | 0.33% | 27,176 -9,838 | -27% | -$705K | |||
| $1.94M | 0.32% | 29,222 +2,521 | +9% | +$167K | |||
| $1.85M | 0.31% | 10,275 +976 | +11% | +$175K | |||
| $1.81M | 0.3% | 7,645 +527 | +7% | +$124K | |||
| $1.78M | 0.3% | 39,221 +1,166 | +3% | +$52.9K | |||
| $1.76M | 0.3% | 20,906 +2,715 | +15% | +$229K | |||
| $1.73M | 0.29% | 6,461 -94 | -1% | -$25.2K | |||
| $1.72M | 0.29% | 6,479 -124 | -2% | -$32.9K | |||
| $1.71M | 0.29% | 37,513 -1,566 | -4% | -$71.5K | |||
| $1.7M | 0.28% | 5,433 +453 | +9% | +$141K | |||
| $1.68M | 0.28% | 45,457 +702 | +2% | +$25.9K | |||
| $1.67M | 0.28% | 9,818 -1,152 | -11% | -$196K | |||
| $1.64M | 0.27% | 1,734 +16 | +0.9% | +$15.1K | |||
| $1.62M | 0.27% | 38,931 -354 | -0.9% | -$14.8K | |||
| $1.61M | 0.27% | 40,791 +7,537 | +23% | +$297K | |||
| $1.58M | 0.26% | 2,829 +10 | +0.4% | +$5.6K | |||
| $1.51M | 0.25% | 36,769 -2,970 | -7% | -$122K | |||
| $1.51M | 0.25% | 13,509 -212 | -2% | -$23.6K | |||
| $1.5M | 0.25% | 3,086 +534 | +21% | +$259K | |||
| $1.48M | 0.25% | 7,185 -151 | -2% | -$31K | |||
| $1.48M | 0.25% | 9,293 +461 | +5% | +$73.2K | |||
| $1.43M | 0.24% | 5,069 -170 | -3% | -$48.1K | |||
| $1.42M | 0.24% | 9,661 +402 | +4% | +$59K | |||
| $1.42M | 0.24% | 7,088 +283 | +4% | +$56.6K | |||
| $1.39M | 0.23% | 27,940 -891 | -3% | -$44.2K |
