LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
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
+$2.73M
2
+$1.44M
3
+$1.41M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
C icon
Citigroup
C
+$1.16M

Top Sells

1
+$1.51M
2
+$1.37M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.18M
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
IQV icon
176
IQVIA
IQV
$40.5B
$608K 0.1%
+3,861
BN icon
177
Brookfield
BN
$106B
$600K 0.09%
14,549
+359
NULV icon
178
Nuveen ESG Large-Cap Value ETF
NULV
$1.97B
$596K 0.09%
14,220
+340
LRCX icon
179
Lam Research
LRCX
$280B
$594K 0.09%
6,105
-211
YUM icon
180
Yum! Brands
YUM
$44.5B
$588K 0.09%
3,967
-196
D icon
181
Dominion Energy
D
$52.2B
$585K 0.09%
10,357
+533
KR icon
182
Kroger
KR
$40B
$582K 0.09%
8,120
-17
THO icon
183
Thor Industries
THO
$6.06B
$582K 0.09%
+6,558
MU icon
184
Micron Technology
MU
$408B
$581K 0.09%
4,718
+1,477
HBAN icon
185
Huntington Bancshares
HBAN
$28.4B
$572K 0.09%
34,131
+617
RY icon
186
Royal Bank of Canada
RY
$237B
$560K 0.09%
4,258
+171
GPN icon
187
Global Payments
GPN
$20.7B
$559K 0.09%
+6,985
TT icon
188
Trane Technologies
TT
$86.4B
$556K 0.09%
1,272
+22
MDT icon
189
Medtronic
MDT
$124B
$545K 0.09%
6,250
-7,522
ADBE icon
190
Adobe
ADBE
$124B
$543K 0.08%
1,403
-614
UPS icon
191
United Parcel Service
UPS
$90.7B
$539K 0.08%
5,339
-5,491
KLAC icon
192
KLA
KLAC
$206B
$537K 0.08%
599
-59
FE icon
193
FirstEnergy
FE
$27.3B
$528K 0.08%
13,117
+1,598
REGN icon
194
Regeneron Pharmaceuticals
REGN
$77B
$525K 0.08%
999
+7
RGA icon
195
Reinsurance Group of America
RGA
$12.8B
$522K 0.08%
2,631
-100
TMUS icon
196
T-Mobile US
TMUS
$208B
$522K 0.08%
2,189
-176
F icon
197
Ford
F
$54.2B
$521K 0.08%
48,042
-2,648
SO icon
198
Southern Company
SO
$97.9B
$520K 0.08%
5,663
+238
AFG icon
199
American Financial Group
AFG
$10.9B
$518K 0.08%
4,105
-14
SYK icon
200
Stryker
SYK
$139B
$517K 0.08%
1,307
+108
6 7
8
9 10