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
126
$884K 0.14%
2,273
+1,436
127
$871K 0.14%
20,136
-19,085
128
$869K 0.14%
2,239
+83
129
$868K 0.14%
6,160
+154
130
$867K 0.14%
3,949
+6
131
$843K 0.13%
41,118
+3,571
132
$836K 0.13%
4,564
+109
133
$828K 0.13%
3,732
+68
134
$825K 0.13%
9,052
+5,438
135
$824K 0.13%
5,807
+595
136
$824K 0.13%
18,182
+791
137
$813K 0.13%
11,705
+342
138
$803K 0.13%
2,773
+45
139
$798K 0.12%
3,964
+13
140
$797K 0.12%
+8,917
141
$797K 0.12%
5,753
+33
142
$795K 0.12%
+3,064
143
$794K 0.12%
5,664
+4,029
144
$791K 0.12%
+1,936
145
$782K 0.12%
8,386
+1,237
146
$781K 0.12%
+5,903
147
$757K 0.12%
14,245
148
$752K 0.12%
1,076
+23
149
$749K 0.12%
4,086
-48
150
$745K 0.12%
30,718
-13,977
4 5
6
7 8