LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
1-Year Est. Return
17.88%
1 Year Est. Return
+17.88%
AUM
$598M
AUM Growth
-$6.91M
(-1.1%)
Holding
380
Top Buys
| 1 | +$6.08M | |
| 2 | +$1.81M | |
| 3 | +$1.51M | |
| 4 |
X
US Steel
X
|
+$682K |
| 5 |
WisdomTree True Emerging Markets Fund
XC
|
+$648K |
Top Sells
| 1 | +$4.18M | |
| 2 | +$3.89M | |
| 3 | +$3.64M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$845K |
| 5 |
American Airlines Group
AAL
|
+$708K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Abbott
ABT
$224B
| $1.37M | 0.23% |
10,337
+794
|
|
||
77
TSMC
TSM
$1.53T
| $1.37M | 0.23% |
8,255
-452
|
|
||
78
US Bancorp
USB
$71.1B
| $1.33M | 0.22% |
31,510
-588
|
|
||
79
Entergy
ETR
$42.8B
| $1.32M | 0.22% |
15,470
-607
|
|
||
80
Wells Fargo
WFC
$262B
| $1.31M | 0.22% |
18,304
+2,204
|
|
||
81
Walt Disney
DIS
$199B
| $1.28M | 0.21% |
13,003
-33
|
|
||
82
Motorola Solutions
MSI
$74.1B
| $1.27M | 0.21% |
2,905
+161
|
|
||
83
Novo Nordisk
NVO
$242B
| $1.25M | 0.21% |
18,034
+4,398
|
|
||
84
Medtronic
MDT
$123B
| $1.24M | 0.21% |
13,772
+489
|
|
||
85
PepsiCo
PEP
$210B
| $1.24M | 0.21% |
8,247
+262
|
|
||
86
General Dynamics
GD
$89.1B
| $1.23M | 0.21% |
4,523
+94
|
|
||
87
Qualcomm
QCOM
$176B
| $1.22M | 0.2% |
7,949
+1,675
|
|
||
88
Invesco S&P International Developed Quality ETF
IDHQ
$528M
| $1.22M | 0.2% |
40,775
+5,448
|
|
||
89
Starbucks
SBUX
$97B
| $1.21M | 0.2% |
12,366
+678
|
|
||
90
Accenture
ACN
$148B
| $1.21M | 0.2% |
3,887
-96
|
|
||
91
Automatic Data Processing
ADP
$114B
| $1.19M | 0.2% |
3,902
+100
|
|
||
92
United Parcel Service
UPS
$73.2B
| $1.19M | 0.2% |
10,830
-216
|
|
||
93
Pfizer
PFE
$139B
| $1.13M | 0.19% |
44,695
+4,259
|
|
||
94
Thermo Fisher Scientific
TMO
$204B
| $1.12M | 0.19% |
2,255
+127
|
|
||
95
Intuitive Surgical
ISRG
$160B
| $1.12M | 0.19% |
2,264
-61
|
|
||
96
Shell
SHEL
$209B
| $1.11M | 0.19% |
15,142
+2,009
|
|
||
97
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.58B
| $1.11M | 0.19% |
27,193
+1,017
|
|
||
98
Dimensional International Small Cap Value ETF
DISV
$3.6B
| $1.08M | 0.18% |
37,191
+3,609
|
|
||
99
RTX Corp
RTX
$211B
| $1.08M | 0.18% |
8,141
+221
|
|
||
100
TJX Companies
TJX
$160B
| $1.08M | 0.18% |
8,843
+62
|
|