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
76
$1.4M 0.22%
2,752
+1,022
77
$1.39M 0.22%
5,213
+144
78
$1.39M 0.22%
2,554
+290
79
$1.33M 0.21%
2,981
-105
80
$1.3M 0.2%
1,840
+67
81
$1.3M 0.2%
8,906
+765
82
$1.26M 0.2%
29,217
+2,024
83
$1.26M 0.2%
25,709
-2,231
84
$1.25M 0.2%
8,731
-5,352
85
$1.24M 0.19%
10,790
-64
86
$1.24M 0.19%
37,738
+547
87
$1.23M 0.19%
5,946
-4,329
88
$1.2M 0.19%
6,547
+4,825
89
$1.2M 0.19%
3,886
-16
90
$1.19M 0.19%
2,819
-86
91
$1.18M 0.18%
34,455
+19,342
92
$1.16M 0.18%
3,763
-69
93
$1.16M 0.18%
7,002
+3,410
94
$1.15M 0.18%
1,466
+177
95
$1.14M 0.18%
4,972
-2,673
96
$1.12M 0.17%
2,114
+8
97
$1.12M 0.17%
9,055
+212
98
$1.11M 0.17%
12,079
-287
99
$1.09M 0.17%
6,856
-1,093
100
$1.09M 0.17%
3,051
+508
2 3
4
5 6