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 | |
|---|---|---|---|---|---|---|
51
Johnson & Johnson
JNJ
$529B
| $1.98M | 0.31% |
12,939
-5,355
|
|
||
52
GE Aerospace
GE
$337B
| $1.88M | 0.29% |
7,287
+199
|
|
||
53
Hillman Solutions
HLMN
$1.97B
| $1.8M | 0.28% |
252,500
+140,000
|
|
||
54
Cisco
CSCO
$297B
| $1.8M | 0.28% |
25,947
-12,323
|
|
||
55
Dimensional International Value ETF
DFIV
$16.5B
| $1.8M | 0.28% |
41,944
+1,153
|
|
||
56
Philip Morris
PM
$269B
| $1.8M | 0.28% |
9,860
+567
|
|
||
57
Costco
COST
$425B
| $1.77M | 0.28% |
1,788
+54
|
|
||
58
AbbVie
ABBV
$383B
| $1.76M | 0.27% |
9,471
-407
|
|
||
59
JPMorgan Ultra-Short Income ETF
JPST
$35.9B
| $1.75M | 0.27% |
34,546
-6,549
|
|
||
60
Charles Schwab
SCHW
$183B
| $1.7M | 0.27% |
18,624
+11,313
|
|
||
61
Nike
NKE
$95.6B
| $1.68M | 0.26% |
23,585
+8,577
|
|
||
62
Walt Disney
DIS
$202B
| $1.67M | 0.26% |
13,445
+442
|
|
||
63
SPDR S&P 500 ETF Trust
SPY
$714B
| $1.66M | 0.26% |
2,693
-136
|
|
||
64
Capital One
COF
$151B
| $1.66M | 0.26% |
7,807
+4,625
|
|
||
65
Merck
MRK
$275B
| $1.63M | 0.25% |
20,602
+12,392
|
|
||
66
Cintas
CTAS
$78.8B
| $1.61M | 0.25% |
7,237
+52
|
|
||
|
67
Citigroup
C
$205B
| $1.6M | 0.25% |
18,740
+13,595
|
|
||
68
Fidelity Total Bond ETF
FBND
$23.6B
| $1.55M | 0.24% |
33,917
-3,596
|
|
||
69
McDonald's
MCD
$220B
| $1.54M | 0.24% |
5,262
-171
|
|
||
70
Comcast
CMCSA
$103B
| $1.52M | 0.24% |
42,544
-2,913
|
|
||
71
Snap-on
SNA
$18.9B
| $1.51M | 0.24% |
4,865
-993
|
|
||
72
Abbott
ABT
$215B
| $1.5M | 0.23% |
10,997
+660
|
|
||
73
ConocoPhillips
COP
$122B
| $1.47M | 0.23% |
16,347
+10,517
|
|
||
74
Invesco S&P International Developed Quality ETF
IDHQ
$589M
| $1.43M | 0.22% |
43,249
+2,474
|
|
||
75
US Bancorp
USB
$83.9B
| $1.4M | 0.22% |
31,008
-502
|
|