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 | |
|---|---|---|---|---|---|---|---|
| $816K | 0.14% | 13,381 +813 | +6% | +$49.6K | |||
| $813K | 0.14% | 2,632 -10 | -0.4% | -$3.09K | |||
| $812K | 0.14% | 1,730 +91 | +6% | +$42.7K | |||
| $811K | 0.14% | 12,536 +148 | +1% | +$9.57K | |||
| $810K | 0.14% | 3,012 -72 | -2% | -$19.4K | |||
| $806K | 0.13% | 11,363 +173 | +2% | +$12.3K | |||
| $795K | 0.13% | 23,540 +1,538 | +7% | +$52K | |||
| $794K | 0.13% | 13,091 -284 | -2% | -$17.2K | |||
| $791K | 0.13% | 1,289 -3 | -0.2% | -$1.84K | |||
| $791K | 0.13% | 6,409 -58 | -0.9% | -$7.16K | |||
| $789K | 0.13% | 1,767 +45 | +3% | +$20.1K | |||
| $787K | 0.13% | 3,716 -14 | -0.4% | -$2.97K | |||
| $786K | 0.13% | 4,648 +153 | +3% | +$25.9K | |||
| $774K | 0.13% | 2,017 +500 | +33% | +$192K | |||
| $771K | 0.13% | 17,391 +3,034 | +21% | +$134K | |||
| $741K | 0.12% | 6,076 +188 | +3% | +$22.9K | |||
| $737K | 0.12% | 8,210 -3,752 | -31% | -$337K | |||
| $735K | 0.12% | 923 -57 | -6% | -$45.4K | |||
| $727K | 0.12% | 507 +23 | +5% | +$33K | |||
| $726K | 0.12% | 4,134 +57 | +1% | +$10K | |||
| $717K | 0.12% | 2,577 -23 | -0.9% | -$6.4K | |||
| $716K | 0.12% | 37,547 -9,165 | -20% | -$175K | |||
| $713K | 0.12% | 4,619 -25 | -0.5% | -$3.86K | |||
| $711K | 0.12% | 2,156 +1 | +0.1% | +$330 | |||
| $709K | 0.12% | 2,406 +209 | +10% | +$61.6K |
