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 | |
|---|---|---|---|---|---|---|
176
Zoetis
ZTS
$67.3B
| $102K | 0.04% |
+1,429
| New | +$102K |
|
|
VR
177
DELISTED
Validus Hold Ltd
VR
| $99K | 0.04% |
+2,127
| New | +$99K |
|
178
Cincinnati Financial
CINF
$23.8B
| $98K | 0.04% |
+1,316
| New | +$98K |
|
179
MetLife
MET
$53.1B
| $97K | 0.04% |
+1,930
| New | +$97K |
|
180
Cadence Design Systems
CDNS
$93.2B
| $95K | 0.04% |
+2,285
| New | +$95K |
|
181
STAG Industrial
STAG
$6.74B
| $95K | 0.04% |
+3,483
| New | +$95K |
|
182
Mohawk Industries
MHK
$8.08B
| $94K | 0.04% |
+343
| New | +$94K |
|
183
Yum! Brands
YUM
$40.1B
| $94K | 0.04% |
+1,157
| New | +$94K |
|
184
Guidewire Software
GWRE
$18.1B
| $93K | 0.04% |
+1,260
| New | +$93K |
|
185
Home BancShares
HOMB
$5.78B
| $93K | 0.04% |
+4,011
| New | +$93K |
|
186
Honeywell
HON
$138B
| $92K | 0.04% |
+605
| New | +$92K |
|
187
J.M. Smucker
SJM
$11.6B
| $92K | 0.04% |
+747
| New | +$92K |
|
|
BTO
188
John Hancock Financial Opportunities Fund
BTO
$735M
| $90K | 0.04% |
+2,298
| New | +$90K |
|
189
Citigroup
C
$173B
| $89K | 0.04% |
+1,209
| New | +$89K |
|
|
FFKT
190
DELISTED
Farmers Capital Bank Corp
FFKT
| $89K | 0.04% |
+2,319
| New | +$89K |
|
191
First Horizon
FHN
$11.3B
| $88K | 0.04% |
+4,442
| New | +$88K |
|
192
HP
HPQ
$26.5B
| $88K | 0.04% |
+4,236
| New | +$88K |
|
193
Broadcom
AVGO
$1.39T
| $86K | 0.04% |
+337
| New | +$86K |
|
194
Schwab US Large- Cap ETF
SCHX
$58.1B
| $85K | 0.03% |
+1,341
| New | +$85K |
|
195
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$184M
| $84K | 0.03% |
+4,800
| New | +$84K |
|
196
Cooper Companies
COO
$13B
| $83K | 0.03% |
+382
| New | +$83K |
|
197
FedEx
FDX
$52.7B
| $83K | 0.03% |
+333
| New | +$83K |
|
198
General Dynamics
GD
$87B
| $83K | 0.03% |
+412
| New | +$83K |
|
199
NextEra Energy, Inc.
NEE
$148B
| $83K | 0.03% |
+536
| New | +$83K |
|
200
TotalEnergies
TTE
$137B
| $82K | 0.03% |
+1,485
| New | +$82K |
|