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
$408M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$836K
3
+$743K
4
AAPL icon
Apple
AAPL
+$557K
5
MSFT icon
Microsoft
MSFT
+$466K

Top Sells

1
+$730K
2
+$518K
3
+$355K
4
MDLZ icon
Mondelez International
MDLZ
+$204K
5
AXP icon
American Express
AXP
+$201K

Sector Composition

1 Technology 6.54%
2 Financials 6.38%
3 Consumer Staples 3.88%
4 Healthcare 3.02%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.5M 22.2%
1,231,805
+10,106
2
$64.9M 15.9%
659,422
-5,270
3
$43.7M 10.71%
869,331
+7,770
4
$29.4M 7.21%
1,108,076
+61,002
5
$25.4M 6.22%
336,834
+11,101
6
$12M 2.94%
161,719
+1,866
7
$10.8M 2.65%
77,199
+1,152
8
$8.71M 2.13%
61,524
+3,935
9
$8.67M 2.12%
132,771
+5,167
10
$5.69M 1.4%
34,767
+1,438
11
$5.15M 1.26%
18,276
+1,654
12
$2.94M 0.72%
15,050
+213
13
$2.88M 0.71%
6,689
+467
14
$2.77M 0.68%
16,880
+1,800
15
$2.66M 0.65%
44,755
+1,199
16
$2.56M 0.63%
60,241
+2,650
17
$2.01M 0.49%
65,548
-2,312
18
$1.98M 0.49%
12,255
+857
19
$1.96M 0.48%
14,740
+2,080
20
$1.68M 0.41%
12,580
+380
21
$1.62M 0.4%
37,603
+5,050
22
$1.41M 0.35%
4,162
+670
23
$1.39M 0.34%
26,120
+2,975
24
$1.3M 0.32%
3,330
+321
25
$1.28M 0.31%
23,554
+3,303
1
2 3 4 5