LFA
Legacy Financial Advisors Portfolio holdings
AUM
$726M
1-Year Est. Return
19.8%
1 Year Est. Return
+19.8%
AUM
$640M
AUM Growth
+$42.2M
(+7.1%)
Holding
416
Top Buys
| 1 | +$2.73M | |
| 2 | +$1.44M | |
| 3 | +$1.41M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.38M |
| 5 |
Citigroup
C
|
+$1.16M |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.37M | |
| 3 | +$1.25M | |
| 4 |
Apple
AAPL
|
+$1.18M |
| 5 |
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
ServiceNow
NOW
$176B
| $1.08M | 0.17% |
1,049
+126
|
|
||
102
Phillips 66
PSX
$57.3B
| $1.07M | 0.17% |
8,999
+2,590
|
|
||
103
Accenture
ACN
$152B
| $1.07M | 0.17% |
3,585
-302
|
|
||
104
AT&T
T
$181B
| $1.06M | 0.17% |
36,684
+1,320
|
|
||
105
American Express
AXP
$246B
| $1.04M | 0.16% |
3,260
+248
|
|
||
106
UnitedHealth
UNH
$292B
| $1.02M | 0.16% |
3,273
-2,403
|
|
||
107
Vanguard Mega Cap Growth ETF
MGK
$31.3B
| $1.01M | 0.16% |
2,771
+139
|
|
||
108
Truist Financial
TFC
$57.4B
| $968K | 0.15% |
22,522
-14,247
|
|
||
109
Optical Cable Corp
OCC
$60.1M
| $963K | 0.15% |
331,471
+216,275
|
|
||
110
Linde
LIN
$198B
| $960K | 0.15% |
2,045
+93
|
|
||
111
SPDR Gold Trust
GLD
$131B
| $956K | 0.15% |
3,137
+203
|
|
||
112
Invesco S&P MidCap Quality ETF
XMHQ
$5.25B
| $940K | 0.15% |
9,566
+2,117
|
|
||
113
Monster Beverage
MNST
$69.7B
| $937K | 0.15% |
14,957
+144
|
|
||
114
Blackrock
BLK
$164B
| $932K | 0.15% |
888
+217
|
|
||
115
Amgen
AMGN
$181B
| $927K | 0.14% |
3,321
-3,272
|
|
||
116
EOG Resources
EOG
$59.9B
| $920K | 0.14% |
7,695
+3,534
|
|
||
117
General Motors
GM
$65.8B
| $919K | 0.14% |
+18,677
|
|
||
118
SentinelOne
S
$5.63B
| $914K | 0.14% |
50,000
+30,000
|
|
||
119
Bristol-Myers Squibb
BMY
$95B
| $912K | 0.14% |
19,710
+6,329
|
|
||
120
Dow Inc
DOW
$16.3B
| $911K | 0.14% |
34,415
+21,266
|
|
||
121
Willis Towers Watson
WTW
$30.8B
| $903K | 0.14% |
+2,948
|
|
||
|
FISV
122
Fiserv Inc
FISV
$34.1B
| $901K | 0.14% |
5,224
+2,987
|
|
||
123
CME Group
CME
$103B
| $898K | 0.14% |
3,258
-3,221
|
|
||
124
Analog Devices
ADI
$116B
| $893K | 0.14% |
3,753
-465
|
|
||
125
American International
AIG
$42B
| $893K | 0.14% |
+10,428
|
|