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 | |
|---|---|---|---|---|---|---|---|
| $701K | 0.12% | 6,006 -352 | -6% | -$41.1K | |||
| $691K | 0.12% | 2,543 +30 | +1% | +$8.16K | |||
| $682K | 0.11% | 7,449 -117 | -2% | -$10.7K | |||
| $682K | 0.11% | 16,132 | New | +$682K | |||
| $677K | 0.11% | 1,333 +19 | +1% | +$9.66K | |||
| $673K | 0.11% | 3,684 -146 | -4% | -$26.7K | |||
| $655K | 0.11% | 4,163 +240 | +6% | +$37.8K | |||
| $646K | 0.11% | 4,455 +255 | +6% | +$37K | |||
| $643K | 0.11% | 2,106 +51 | +2% | +$15.6K | |||
| $640K | 0.11% | 1,053 +19 | +2% | +$11.6K | |||
| $639K | 0.11% | 6,237 -207 | -3% | -$21.2K | |||
| $635K | 0.11% | 671 -35 | -5% | -$33.1K | |||
| $631K | 0.11% | 2,365 +101 | +4% | +$26.9K | |||
| $629K | 0.11% | 992 +264 | +36% | +$167K | |||
| $626K | 0.1% | 38,051 | – | – | |||
| $617K | 0.1% | 14,245 | New | +$617K | |||
| $612K | 0.1% | 5,830 -1,996 | -26% | -$210K | |||
| $610K | 0.1% | 4,800 | – | – | |||
| $594K | 0.1% | 9,892 -2 | -0% | -$120 | |||
| $591K | 0.1% | 6,435 -567 | -8% | -$52.1K | |||
| $589K | 0.1% | 14,241 +1,569 | +12% | +$64.9K | |||
| $572K | 0.1% | 7,311 +673 | +10% | +$52.7K | |||
| $572K | 0.1% | 2,343 +26 | +1% | +$6.35K | |||
| $571K | 0.1% | 3,182 +571 | +22% | +$102K | |||
| $566K | 0.09% | 6,424 -155 | -2% | -$13.7K |
