LFA
Legacy Financial Advisors Portfolio holdings
AUM
$640M
This Quarter Return
+4.68%
1 Year Return
+17.88%
3 Year Return
+63.63%
5 Year Return
+97.85%
10 Year Return
–
AUM
$244M
AUM Growth
–
Cap. Flow
+$244M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.59%
Holding
889
New
888
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.45% |
| 2 | Consumer Staples | 4.64% |
| 3 | Technology | 3.08% |
| 4 | Industrials | 2.86% |
| 5 | Healthcare | 2.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Bristol-Myers Squibb
BMY
$96B
| $134K | 0.06% |
+2,190
| New | +$134K |
|
152
Corning
GLW
$57.4B
| $133K | 0.05% |
+4,186
| New | +$133K |
|
153
Adtran
ADTN
$751M
| $130K | 0.05% |
+6,729
| New | +$130K |
|
154
First Financial Bancorp
FFBC
$2.51B
| $129K | 0.05% |
+4,926
| New | +$129K |
|
155
Louisiana-Pacific
LPX
$6.62B
| $128K | 0.05% |
+4,894
| New | +$128K |
|
156
United Parcel Service
UPS
$74.1B
| $127K | 0.05% |
+1,073
| New | +$127K |
|
157
Baxter International
BAX
$12.7B
| $124K | 0.05% |
+1,921
| New | +$124K |
|
158
Domino's
DPZ
$15.6B
| $123K | 0.05% |
+653
| New | +$123K |
|
159
EQT Corp
EQT
$32.4B
| $122K | 0.05% |
+2,159
| New | +$122K |
|
160
Jabil
JBL
$22B
| $121K | 0.05% |
+4,639
| New | +$121K |
|
161
Cognizant
CTSH
$35.3B
| $120K | 0.05% |
+1,694
| New | +$120K |
|
|
RDS.A
162
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $120K | 0.05% |
+1,809
| New | +$120K |
|
|
FCB
163
DELISTED
FCB Financial Holdings, Inc.
FCB
| $120K | 0.05% |
+2,368
| New | +$120K |
|
164
Lowe's Companies
LOW
$145B
| $119K | 0.05% |
+1,291
| New | +$119K |
|
165
Customers Bancorp
CUBI
$2.27B
| $117K | 0.05% |
+4,537
| New | +$117K |
|
166
Moody's
MCO
$91.4B
| $116K | 0.05% |
+791
| New | +$116K |
|
167
Omega Healthcare
OHI
$12.6B
| $116K | 0.05% |
+4,216
| New | +$116K |
|
168
Amgen
AMGN
$155B
| $115K | 0.05% |
+665
| New | +$115K |
|
169
Oracle
ORCL
$635B
| $114K | 0.05% |
+2,416
| New | +$114K |
|
170
HSBC
HSBC
$224B
| $113K | 0.05% |
+2,191
| New | +$113K |
|
171
Applied Materials
AMAT
$128B
| $109K | 0.04% |
+2,146
| New | +$109K |
|
|
NTRI
172
DELISTED
NutriSystem, Inc.
NTRI
| $108K | 0.04% |
+2,065
| New | +$108K |
|
173
Hexcel
HXL
$5.02B
| $107K | 0.04% |
+1,730
| New | +$107K |
|
174
Vanguard Real Estate ETF
VNQ
$34.6B
| $106K | 0.04% |
+1,278
| New | +$106K |
|
175
Kroger
KR
$44.9B
| $105K | 0.04% |
+3,847
| New | +$105K |
|