LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.39%
2 Financials 8.46%
3 Healthcare 5.39%
4 Industrials 4.98%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$538K 0.1%
5,568
+211
177
$518K 0.09%
8,803
+178
178
$491K 0.09%
7,334
+3,668
179
$482K 0.09%
1,133
+21
180
$475K 0.09%
27,690
-1,650
181
$469K 0.08%
844
+32
182
$469K 0.08%
3,384
+309
183
$469K 0.08%
5,430
+276
184
$463K 0.08%
6,616
+144
185
$459K 0.08%
1,531
-282
186
$457K 0.08%
3,911
+239
187
$456K 0.08%
4,690
+80
188
$451K 0.08%
32,310
+19
189
$448K 0.08%
2,173
+198
190
$446K 0.08%
1,228
-22
191
$443K 0.08%
1,424
+14
192
$440K 0.08%
17,971
-164
193
$436K 0.08%
16,236
-462
194
$434K 0.08%
2,015
+61
195
$429K 0.08%
4,600
-207
196
$426K 0.08%
610
-6
197
$425K 0.08%
1,755
-100
198
$418K 0.07%
7,238
-581
199
$404K 0.07%
1,600
+144
200
$401K 0.07%
1,154
+44