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 | |
|---|---|---|---|---|---|---|---|
| $563K | 0.09% | 5,576 +256 | +5% | +$25.8K | |||
| $562K | 0.09% | 13,880 +164 | +1% | +$6.64K | |||
| $551K | 0.09% | 9,824 +514 | +6% | +$28.8K | |||
| $551K | 0.09% | 8,137 +99 | +1% | +$6.7K | |||
| $550K | 0.09% | 8,422 +424 | +5% | +$27.7K | |||
| $541K | 0.09% | 4,119 -8 | -0.2% | -$1.05K | |||
| $539K | 0.09% | 117 +6 | +5% | +$27.6K | |||
| $538K | 0.09% | 2,731 -1,146 | -30% | -$226K | |||
| $535K | 0.09% | 5,212 +210 | +4% | +$21.6K | |||
| $534K | 0.09% | 4,161 +104 | +3% | +$13.3K | |||
| $524K | 0.09% | 16,926 -1,011 | -6% | -$31.3K | |||
| $523K | 0.09% | 3,592 +38 | +1% | +$5.54K | |||
| $521K | 0.09% | 7,149 | New | +$521K | |||
| $515K | 0.09% | 3,500 -100 | -3% | -$14.7K | |||
| $510K | 0.09% | 14,082 +183 | +1% | +$6.63K | |||
| $508K | 0.09% | 50,690 +3,081 | +6% | +$30.9K | |||
| $505K | 0.08% | 4,657 -743 | -14% | -$80.5K | |||
| $503K | 0.08% | 33,514 +389 | +1% | +$5.84K | |||
| $499K | 0.08% | 5,425 +394 | +8% | +$36.2K | |||
| $496K | 0.08% | 9,460 +154 | +2% | +$8.07K | |||
| $495K | 0.08% | 4,430 +433 | +11% | +$48.4K | |||
| $494K | 0.08% | 2,237 +237 | +12% | +$52.3K | |||
| $493K | 0.08% | 2,415 +100 | +4% | +$20.4K | |||
| $490K | 0.08% | 24,987 +2,297 | +10% | +$45K | |||
| $477K | 0.08% | 3,531 -121 | -3% | -$16.4K |
