LFA
Legacy Financial Advisors Portfolio holdings
AUM $598M
AUM
$598M
AUM Growth
-$6.91M (-1%)
Cap. Flow
+$15.8M
Cap. Flow % of AUM
2.64%
Top 10 Holdings %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
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.05M | 0.17% | 8,358 -211 | -2% | -$26.4K | |||
| $1.04M | 0.17% | 10,854 -346 | -3% | -$33K | |||
| $1M | 0.17% | 3,832 +177 | +5% | +$46.3K | |||
| $1M | 0.17% | 35,364 +5,332 | +18% | +$151K | |||
| $990K | 0.17% | 1,494 +309 | +26% | +$205K | |||
| $989K | 0.17% | 112,500 | – | – | |||
| $981K | 0.16% | 17,084 -192 | -1% | -$11K | |||
| $971K | 0.16% | 16,306 +124 | +0.8% | +$7.38K | |||
| $968K | 0.16% | 1,773 +182 | +11% | +$99.4K | |||
| $953K | 0.16% | 15,008 +729 | +5% | +$46.3K | |||
| $917K | 0.15% | 36,134 -8,315 | -19% | -$211K | |||
| $914K | 0.15% | 5,720 +61 | +1% | +$9.74K | |||
| $909K | 0.15% | 1,952 +99 | +5% | +$46.1K | |||
| $901K | 0.15% | 39,674 +3,079 | +8% | +$69.9K | |||
| $871K | 0.15% | 6,589 +3,251 | +97% | +$430K | |||
| $867K | 0.14% | 14,813 +269 | +2% | +$15.7K | |||
| $863K | 0.14% | 11,736 +4,663 | +66% | +$343K | |||
| $855K | 0.14% | 3,664 +32 | +0.9% | +$7.46K | |||
| $854K | 0.14% | 14,718 +361 | +3% | +$20.9K | |||
| $851K | 0.14% | 4,218 +392 | +10% | +$79.1K | |||
| $845K | 0.14% | 2,934 +361 | +14% | +$104K | |||
| $844K | 0.14% | 3,145 +221 | +8% | +$59.3K | |||
| $834K | 0.14% | 4,724 -433 | -8% | -$76.4K | |||
| $824K | 0.14% | 2,728 +110 | +4% | +$33.2K | |||
| $818K | 0.14% | 3,951 +27 | +0.7% | +$5.59K |
