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
CTVA icon
151
Corteva
CTVA
$44.6B
$744K 0.12%
9,988
+6,227
FCNCA icon
152
First Citizens BancShares
FCNCA
$22.9B
$743K 0.12%
+380
TEL icon
153
TE Connectivity
TEL
$69.8B
$734K 0.11%
+4,353
STT icon
154
State Street
STT
$32.6B
$734K 0.11%
+6,900
ALLY icon
155
Ally Financial
ALLY
$12.1B
$733K 0.11%
+18,820
KE
156
Kimball Electronics
KE
$690M
$732K 0.11%
38,051
DUK icon
157
Duke Energy
DUK
$95.4B
$730K 0.11%
6,188
+112
BSX icon
158
Boston Scientific
BSX
$152B
$730K 0.11%
6,794
+1,218
SPGI icon
159
S&P Global
SPGI
$150B
$725K 0.11%
1,375
+42
CNC icon
160
Centene
CNC
$17.9B
$722K 0.11%
+13,298
IUSG icon
161
iShares Core S&P US Growth ETF
IUSG
$25.7B
$720K 0.11%
4,787
-13
DAL icon
162
Delta Air Lines
DAL
$38.1B
$716K 0.11%
+14,560
GEHC icon
163
GE HealthCare
GEHC
$33.3B
$715K 0.11%
9,653
+6,842
RCL icon
164
Royal Caribbean
RCL
$69B
$708K 0.11%
2,262
-6
APD icon
165
Air Products & Chemicals
APD
$57.7B
$702K 0.11%
2,488
+82
BKNG icon
166
Booking.com
BKNG
$163B
$695K 0.11%
120
+3
CLSK icon
167
CleanSpark
CLSK
$2.93B
$691K 0.11%
62,674
ORLY icon
168
O'Reilly Automotive
ORLY
$83.4B
$686K 0.11%
7,615
+10
PEP icon
169
PepsiCo
PEP
$199B
$684K 0.11%
5,181
-3,066
KDP icon
170
Keurig Dr Pepper
KDP
$36.9B
$684K 0.11%
+20,687
TMO icon
171
Thermo Fisher Scientific
TMO
$217B
$665K 0.1%
1,641
-614
WBD icon
172
Warner Bros
WBD
$57.1B
$661K 0.1%
57,710
+47,459
GD icon
173
General Dynamics
GD
$93B
$652K 0.1%
2,234
-2,289
INTC icon
174
Intel
INTC
$169B
$640K 0.1%
28,590
-11,084
PYPL icon
175
PayPal
PYPL
$58.8B
$623K 0.1%
8,379
-43
5 6
7
8 9