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
151
$744K 0.12%
9,988
+6,227
152
$743K 0.12%
+380
153
$734K 0.11%
+4,353
154
$734K 0.11%
+6,900
155
$733K 0.11%
+18,820
156
$732K 0.11%
38,051
157
$730K 0.11%
6,188
+112
158
$730K 0.11%
6,794
+1,218
159
$725K 0.11%
1,375
+42
160
$722K 0.11%
+13,298
161
$720K 0.11%
4,787
-13
162
$716K 0.11%
+14,560
163
$715K 0.11%
9,653
+6,842
164
$708K 0.11%
2,262
-6
165
$702K 0.11%
2,488
+82
166
$695K 0.11%
3,000
+75
167
$691K 0.11%
62,674
168
$686K 0.11%
7,615
+10
169
$684K 0.11%
5,181
-3,066
170
$684K 0.11%
+20,687
171
$665K 0.1%
1,641
-614
172
$661K 0.1%
57,710
+47,459
173
$652K 0.1%
2,234
-2,289
174
$640K 0.1%
28,590
-11,084
175
$623K 0.1%
8,379
-43
5 6
7
8 9