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
$598M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1 +$6.08M
2 +$1.81M
3 +$1.51M
4
X
US Steel
X
+$682K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$648K

Top Sells

1 +$4.18M
2 +$3.89M
3 +$3.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$845K
5
AAL icon
American Airlines Group
AAL
+$708K

Sector Composition

1 Technology 13.65%
2 Financials 9.49%
3 Healthcare 5.53%
4 Consumer Staples 4.91%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MTB icon
201
M&T Bank
MTB
$28.2B
$476K 0.08%
2,663
+36
MSM icon
202
MSC Industrial Direct
MSM
$4.78B
$471K 0.08%
6,068
-127
MCO icon
203
Moody's
MCO
$84.5B
$467K 0.08%
1,002
+140
RCL icon
204
Royal Caribbean
RCL
$81.6B
$466K 0.08%
2,268
+84
FE icon
205
FirstEnergy
FE
$27.1B
$466K 0.08%
11,519
-29
RY icon
206
Royal Bank of Canada
RY
$206B
$461K 0.08%
4,087
-142
WHR icon
207
Whirlpool
WHR
$4.07B
$461K 0.08%
5,111
-337
CI icon
208
Cigna
CI
$79.9B
$461K 0.08%
1,400
+39
DOW icon
209
Dow Inc
DOW
$15.5B
$459K 0.08%
+13,149
LRCX icon
210
Lam Research
LRCX
$178B
$459K 0.08%
6,316
+1,276
WELL icon
211
Welltower
WELL
$117B
$455K 0.08%
2,967
+180
IJH icon
212
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$452K 0.08%
7,742
-1,694
KLAC icon
213
KLA
KLAC
$146B
$447K 0.07%
658
+110
XCEM icon
214
Columbia EM Core ex-China ETF
XCEM
$1.29B
$446K 0.07%
15,113
+3,893
SYK icon
215
Stryker
SYK
$143B
$446K 0.07%
1,199
+100
RHI icon
216
Robert Half
RHI
$3.19B
$434K 0.07%
7,952
-3,523
XEL icon
217
Xcel Energy
XEL
$48B
$434K 0.07%
6,124
+442
MO icon
218
Altria Group
MO
$109B
$431K 0.07%
7,181
+156
SNPS icon
219
Synopsys
SNPS
$83.1B
$426K 0.07%
993
+74
CCEP icon
220
Coca-Cola Europacific Partners
CCEP
$41B
$425K 0.07%
4,880
-146
SHW icon
221
Sherwin-Williams
SHW
$82.5B
$423K 0.07%
1,210
+15
CLSK icon
222
CleanSpark
CLSK
$5.49B
$421K 0.07%
62,674
TT icon
223
Trane Technologies
TT
$92.5B
$421K 0.07%
1,250
+31
MDLZ icon
224
Mondelez International
MDLZ
$80.8B
$419K 0.07%
6,175
+342
PFG icon
225
Principal Financial Group
PFG
$17.5B
$416K 0.07%
4,936
-163