LFA

Legacy Financial Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
1
$68.7M 10.73%
820,492
+16,831
2
$31.3M 4.88%
877,208
+17,342
3
$26.8M 4.19%
198,558
-5,125
4
$22M 3.43%
638,635
-2,119
5
$19.2M 3%
222,048
+4,748
6
$18.6M 2.91%
354,204
-1,492
7
$18.3M 2.86%
340,762
+11,242
8
$17.5M 2.74%
110,990
+9,145
9
$17.5M 2.74%
35,208
+970
10
$15.8M 2.46%
76,788
-5,755
11
$15.2M 2.37%
305,847
+976
12
$15M 2.34%
565,023
+12,860
13
$12.1M 1.88%
75,672
-4,308
14
$11.8M 1.84%
183,808
-3,286
15
$9.94M 1.55%
34,280
-3,678
16
$9.5M 1.48%
43,288
+4,324
17
$8.3M 1.3%
11,246
-36
18
$6.21M 0.97%
35,262
+7,818
19
$5.55M 0.87%
41,410
-280
20
$5.47M 0.85%
17,215
+1,436
21
$5.12M 0.8%
61,347
-3,589
22
$5.06M 0.79%
46,297
+945
23
$5.06M 0.79%
16,634
+1,336
24
$4.86M 0.76%
13,695
+110
25
$4.62M 0.72%
26,024
+904
1
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