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
176
$608K 0.1%
+3,861
177
$600K 0.09%
14,549
+359
178
$596K 0.09%
14,220
+340
179
$594K 0.09%
6,105
-211
180
$588K 0.09%
3,967
-196
181
$585K 0.09%
10,357
+533
182
$582K 0.09%
8,120
-17
183
$582K 0.09%
+6,558
184
$581K 0.09%
4,718
+1,477
185
$572K 0.09%
34,131
+617
186
$560K 0.09%
4,258
+171
187
$559K 0.09%
+6,985
188
$556K 0.09%
1,272
+22
189
$545K 0.09%
6,250
-7,522
190
$543K 0.08%
1,403
-614
191
$539K 0.08%
5,339
-5,491
192
$537K 0.08%
599
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193
$528K 0.08%
13,117
+1,598
194
$525K 0.08%
999
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195
$522K 0.08%
2,631
-100
196
$522K 0.08%
2,189
-176
197
$521K 0.08%
48,042
-2,648
198
$520K 0.08%
5,663
+238
199
$518K 0.08%
4,105
-14
200
$517K 0.08%
1,307
+108
6 7
8
9 10