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
201
$514K 0.08%
2,651
-12
202
$512K 0.08%
2,503
+91
203
$506K 0.08%
691
+135
204
$497K 0.08%
970
-23
205
$490K 0.08%
4,421
+758
206
$490K 0.08%
977
-25
207
$490K 0.08%
1,482
+82
208
$485K 0.08%
+9,427
209
$475K 0.07%
2,739
210
$471K 0.07%
8,037
+856
211
$461K 0.07%
8,549
+895
212
$460K 0.07%
4,960
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213
$453K 0.07%
1,770
+86
214
$452K 0.07%
1,656
-9
215
$444K 0.07%
2,032
-311
216
$441K 0.07%
3,259
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217
$439K 0.07%
773
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218
$436K 0.07%
6,462
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219
$434K 0.07%
4,716
220
$431K 0.07%
6,330
+206
221
$431K 0.07%
12,729
+233
222
$429K 0.07%
3,611
-1,046
223
$429K 0.07%
1,250
+40
224
$420K 0.07%
+22,975
225
$414K 0.06%
1,344
+47
7 8
9
10 11