LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
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
+$2.73M
2
+$1.44M
3
+$1.41M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
C icon
Citigroup
C
+$1.16M

Top Sells

1
+$1.51M
2
+$1.37M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.18M
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
ELV icon
126
Elevance Health
ELV
$72.4B
$884K 0.14%
2,273
+1,436
VZ icon
127
Verizon
VZ
$173B
$871K 0.14%
20,136
-19,085
CAT icon
128
Caterpillar
CAT
$260B
$869K 0.14%
2,239
+83
MS icon
129
Morgan Stanley
MS
$260B
$868K 0.14%
6,160
+154
HON icon
130
Honeywell
HON
$126B
$867K 0.14%
3,722
+6
PID icon
131
Invesco International Dividend Achievers ETF
PID
$887M
$843K 0.13%
41,118
+3,571
AMAT icon
132
Applied Materials
AMAT
$180B
$836K 0.13%
4,564
+109
LOW icon
133
Lowe's Companies
LOW
$128B
$828K 0.13%
3,732
+68
BK icon
134
Bank of New York Mellon
BK
$77B
$825K 0.13%
9,052
+5,438
AMD icon
135
Advanced Micro Devices
AMD
$402B
$824K 0.13%
5,807
+595
ENB icon
136
Enbridge
ENB
$104B
$824K 0.13%
18,182
+791
NEE icon
137
NextEra Energy
NEE
$175B
$813K 0.13%
11,705
+342
CB icon
138
Chubb
CB
$116B
$803K 0.13%
2,773
+45
ALL icon
139
Allstate
ALL
$56.1B
$798K 0.12%
3,964
+13
NDAQ icon
140
Nasdaq
NDAQ
$49.7B
$797K 0.12%
+8,917
HES
141
DELISTED
Hess
HES
$797K 0.12%
5,753
+33
EFX icon
142
Equifax
EFX
$25.4B
$795K 0.12%
+3,064
CBRE icon
143
CBRE Group
CBRE
$45.7B
$794K 0.12%
5,664
+4,029
CHTR icon
144
Charter Communications
CHTR
$26.3B
$791K 0.12%
+1,936
UBER icon
145
Uber
UBER
$190B
$782K 0.12%
8,386
+1,237
ABNB icon
146
Airbnb
ABNB
$74B
$781K 0.12%
+5,903
EXAS icon
147
Exact Sciences
EXAS
$12.7B
$757K 0.12%
14,245
PH icon
148
Parker-Hannifin
PH
$105B
$752K 0.12%
1,076
+23
DOV icon
149
Dover
DOV
$25.1B
$749K 0.12%
4,086
-48
PFE icon
150
Pfizer
PFE
$142B
$745K 0.12%
30,718
-13,977
4 5
6
7 8