LFA

Legacy Financial Advisors Portfolio holdings

AUM $598M
AUM
$598M
AUM Growth
-$6.91M
Cap. Flow
+$15.8M
Cap. Flow %
2.64%
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

1Technology13.65%
2Financials9.49%
3Healthcare5.53%
4Consumer Staples4.91%
5Industrials4.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.37M0.23%10,337
+794
+8%
+$105K
$1.37M0.23%8,255
-452
-5%
-$75K
$1.33M0.22%31,510
-588
-2%
-$24.8K
$1.32M0.22%15,470
-607
-4%
-$51.9K
$1.31M0.22%18,304
+2,204
+14%
+$158K
$1.28M0.21%13,003
-33
-0.3%
-$3.26K
$1.27M0.21%2,905
+161
+6%
+$70.5K
$1.25M0.21%18,034
+4,398
+32%
+$305K
$1.24M0.21%13,772
+489
+4%
+$43.9K
$1.24M0.21%8,247
+262
+3%
+$39.3K
$1.23M0.21%4,523
+94
+2%
+$25.6K
$1.22M0.2%7,949
+1,675
+27%
+$257K
$1.22M0.2%40,775
+5,448
+15%
+$163K
$1.21M0.2%12,366
+678
+6%
+$66.5K
$1.21M0.2%3,887
-96
-2%
-$30K
$1.19M0.2%3,902
+100
+3%
+$30.6K
$1.19M0.2%10,830
-216
-2%
-$23.8K
$1.13M0.19%44,695
+4,259
+11%
+$108K
$1.12M0.19%2,255
+127
+6%
+$63.2K
$1.12M0.19%2,264
-61
-3%
-$30.2K
$1.11M0.19%15,142
+2,009
+15%
+$147K
$1.11M0.19%27,193
+1,017
+4%
+$41.4K
$1.08M0.18%37,191
+3,609
+11%
+$105K
$1.08M0.18%8,141
+221
+3%
+$29.3K
$1.08M0.18%8,843
+62
+0.7%
+$7.55K
1 2345616