LFA

Legacy Financial Advisors Portfolio holdings

AUM $598M
AUM
$598M
AUM Growth
-$6.91M
Cap. Flow
+$15.8M
Cap. Flow %
2.64%
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

1Technology13.65%
2Financials9.49%
3Healthcare5.53%
4Consumer Staples4.91%
5Industrials4.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$476K0.08%2,663
+36
+1%
+$6.44K
$471K0.08%6,068
-127
-2%
-$9.86K
$467K0.08%1,002
+140
+16%
+$65.2K
$466K0.08%2,268
+84
+4%
+$17.3K
$466K0.08%11,519
-29
-0.3%
-$1.17K
$461K0.08%4,087
-142
-3%
-$16K
$461K0.08%5,111
-337
-6%
-$30.4K
$461K0.08%1,400
+39
+3%
+$12.8K
$459K0.08%13,149 New
+$459K
$459K0.08%6,316
+1,276
+25%
+$92.8K
$455K0.08%2,967
+180
+6%
+$27.6K
$452K0.08%7,742
-1,694
-18%
-$98.8K
$447K0.07%658
+110
+20%
+$74.8K
$446K0.07%15,113
+3,893
+35%
+$115K
$446K0.07%1,199
+100
+9%
+$37.2K
$434K0.07%7,952
-3,523
-31%
-$192K
$434K0.07%6,124
+442
+8%
+$31.3K
$431K0.07%7,181
+156
+2%
+$9.36K
$426K0.07%993
+74
+8%
+$31.7K
$425K0.07%4,880
-146
-3%
-$12.7K
$423K0.07%1,210
+15
+1%
+$5.24K
$421K0.07%62,674 ––
$421K0.07%1,250
+31
+3%
+$10.4K
$419K0.07%6,175
+342
+6%
+$23.2K
$416K0.07%4,936
-163
-3%
-$13.8K
1 789101116