LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
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
+$2.73M
2
+$1.44M
3
+$1.41M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
C icon
Citigroup
C
+$1.16M

Top Sells

1
+$1.51M
2
+$1.37M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.18M
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
DE icon
76
Deere & Co
DE
$129B
$1.4M 0.22%
2,752
+1,022
PGR icon
77
Progressive
PGR
$132B
$1.39M 0.22%
5,213
+144
ISRG icon
78
Intuitive Surgical
ISRG
$195B
$1.39M 0.22%
2,554
+290
VRTX icon
79
Vertex Pharmaceuticals
VRTX
$111B
$1.33M 0.21%
2,981
-105
GS icon
80
Goldman Sachs
GS
$237B
$1.3M 0.2%
1,840
+67
RTX icon
81
RTX Corp
RTX
$235B
$1.3M 0.2%
8,906
+765
RWJ icon
82
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.56B
$1.26M 0.2%
29,217
+2,024
VTEB icon
83
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.6B
$1.26M 0.2%
25,709
-2,231
CVX icon
84
Chevron
CVX
$315B
$1.25M 0.2%
8,731
-5,352
SHOP icon
85
Shopify
SHOP
$190B
$1.24M 0.19%
10,790
-64
DISV icon
86
Dimensional International Small Cap Value ETF
DISV
$3.62B
$1.24M 0.19%
37,738
+547
TXN icon
87
Texas Instruments
TXN
$145B
$1.23M 0.19%
5,946
-4,329
ICE icon
88
Intercontinental Exchange
ICE
$86.7B
$1.2M 0.19%
6,547
+4,825
ADP icon
89
Automatic Data Processing
ADP
$102B
$1.2M 0.19%
3,886
-16
MSI icon
90
Motorola Solutions
MSI
$63.3B
$1.19M 0.19%
2,819
-86
XCEM icon
91
Columbia EM Core ex-China ETF
XCEM
$1.31B
$1.18M 0.18%
34,455
+19,342
ADSK icon
92
Autodesk
ADSK
$63.8B
$1.16M 0.18%
3,763
-69
MPC icon
93
Marathon Petroleum
MPC
$60.1B
$1.16M 0.18%
7,002
+3,410
INTU icon
94
Intuit
INTU
$185B
$1.15M 0.18%
1,466
+177
UNP icon
95
Union Pacific
UNP
$132B
$1.14M 0.18%
4,972
-2,673
GEV icon
96
GE Vernova
GEV
$157B
$1.12M 0.17%
2,114
+8
TJX icon
97
TJX Companies
TJX
$163B
$1.12M 0.17%
9,055
+212
SBUX icon
98
Starbucks
SBUX
$96.4B
$1.11M 0.17%
12,079
-287
QCOM icon
99
Qualcomm
QCOM
$186B
$1.09M 0.17%
6,856
-1,093
ETN icon
100
Eaton
ETN
$137B
$1.09M 0.17%
3,051
+508
2 3
4
5 6