LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
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
51
$1.98M 0.31%
12,939
-5,355
52
$1.88M 0.29%
7,287
+199
53
$1.8M 0.28%
252,500
+140,000
54
$1.8M 0.28%
25,947
-12,323
55
$1.8M 0.28%
41,944
+1,153
56
$1.8M 0.28%
9,860
+567
57
$1.77M 0.28%
1,788
+54
58
$1.76M 0.27%
9,471
-407
59
$1.75M 0.27%
34,546
-6,549
60
$1.7M 0.27%
18,624
+11,313
61
$1.68M 0.26%
23,585
+8,577
62
$1.67M 0.26%
13,445
+442
63
$1.66M 0.26%
2,693
-136
64
$1.66M 0.26%
7,807
+4,625
65
$1.63M 0.25%
20,602
+12,392
66
$1.61M 0.25%
7,237
+52
67
$1.6M 0.25%
18,740
+13,595
68
$1.55M 0.24%
33,917
-3,596
69
$1.54M 0.24%
5,262
-171
70
$1.52M 0.24%
42,544
-2,913
71
$1.51M 0.24%
4,865
-993
72
$1.5M 0.23%
10,997
+660
73
$1.47M 0.23%
16,347
+10,517
74
$1.43M 0.22%
43,249
+2,474
75
$1.4M 0.22%
31,008
-502
1 2
3
4 5