LFA
Legacy Financial Advisors Portfolio holdings
AUM
$726M
1-Year Est. Return
19.8%
1 Year Est. Return
+19.8%
AUM
$726M
AUM Growth
+$85.7M
(+13%)
Holding
432
Top Buys
| 1 | +$3.87M | |
| 2 | +$3.71M | |
| 3 | +$2.66M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2M |
| 5 |
Novartis
NVS
|
+$1.93M |
Top Sells
| 1 | +$4.02M | |
| 2 | +$2.73M | |
| 3 | +$1.55M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.51M |
| 5 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$1.03M |
Sector Composition
| 1 | Technology | 16.04% |
| 2 | Financials | 10.36% |
| 3 | Consumer Discretionary | 5.5% |
| 4 | Communication Services | 4.91% |
| 5 | Industrials | 4.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Autodesk
ADSK
$56.3B
| $1.16M | 0.16% |
3,650
-113
|
|
||
102
Linde
LIN
$205B
| $1.15M | 0.16% |
2,428
+383
|
|
||
103
Vertex Pharmaceuticals
VRTX
$112B
| $1.15M | 0.16% |
2,926
-55
|
|
||
104
Deere & Co
DE
$139B
| $1.14M | 0.16% |
2,486
-266
|
|
||
|
KE
105
Kimball Electronics
KE
$750M
| $1.14M | 0.16% |
38,051
|
|
||
106
Willis Towers Watson
WTW
$31.5B
| $1.13M | 0.16% |
3,277
+329
|
|
||
107
Warner Bros
WBD
$70.9B
| $1.11M | 0.15% |
57,050
-660
|
|
||
108
Texas Instruments
TXN
$174B
| $1.11M | 0.15% |
6,043
+97
|
|
||
109
Shell
SHEL
$211B
| $1.11M | 0.15% |
+15,494
|
|
||
110
Eaton
ETN
$134B
| $1.1M | 0.15% |
2,951
-100
|
|
||
111
Automatic Data Processing
ADP
$105B
| $1.1M | 0.15% |
3,734
-152
|
|
||
112
AT&T
T
$167B
| $1.1M | 0.15% |
38,801
+2,117
|
|
||
113
Comcast
CMCSA
$101B
| $1.09M | 0.15% |
34,742
-7,802
|
|
||
114
Sony
SONY
$144B
| $1.09M | 0.15% |
+37,772
|
|
||
115
PepsiCo
PEP
$200B
| $1.09M | 0.15% |
7,733
+2,552
|
|
||
116
Vanguard Mega Cap Growth ETF
MGK
$32B
| $1.08M | 0.15% |
2,693
-78
|
|
||
117
Intuit
INTU
$152B
| $1.08M | 0.15% |
1,576
+110
|
|
||
118
AstraZeneca
AZN
$293B
| $1.06M | 0.15% |
+13,809
|
|
||
119
Invesco S&P MidCap Quality ETF
XMHQ
$5.34B
| $1.04M | 0.14% |
9,933
+367
|
|
||
120
Toyota
TM
$302B
| $1.01M | 0.14% |
+5,268
|
|
||
121
Monster Beverage
MNST
$76.4B
| $1M | 0.14% |
14,875
-82
|
|
||
122
Micron Technology
MU
$408B
| $992K | 0.14% |
5,929
+1,211
|
|
||
123
Airbnb
ABNB
$79.2B
| $983K | 0.14% |
8,092
+2,189
|
|
||
124
Morgan Stanley
MS
$301B
| $981K | 0.14% |
6,174
+14
|
|
||
125
American Express
AXP
$251B
| $981K | 0.14% |
2,952
-308
|
|