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
101
$1.08M 0.17%
5,245
+630
102
$1.07M 0.17%
8,999
+2,590
103
$1.07M 0.17%
3,585
-302
104
$1.06M 0.17%
36,684
+1,320
105
$1.04M 0.16%
3,260
+248
106
$1.02M 0.16%
3,273
-2,403
107
$1.01M 0.16%
2,771
+139
108
$968K 0.15%
22,522
-14,247
109
$963K 0.15%
331,471
+216,275
110
$960K 0.15%
2,045
+93
111
$956K 0.15%
3,137
+203
112
$940K 0.15%
9,566
+2,117
113
$937K 0.15%
14,957
+144
114
$932K 0.15%
888
+217
115
$927K 0.14%
3,321
-3,272
116
$920K 0.14%
7,695
+3,534
117
$919K 0.14%
+18,677
118
$914K 0.14%
50,000
+30,000
119
$912K 0.14%
19,710
+6,329
120
$911K 0.14%
34,415
+21,266
121
$903K 0.14%
+2,948
122
$901K 0.14%
5,224
+2,987
123
$898K 0.14%
3,258
-3,221
124
$893K 0.14%
3,753
-465
125
$893K 0.14%
+10,428
3 4
5
6 7