LFIA

Legacy Financial Independent Advisors Portfolio holdings

AUM $192M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$9.14M
3 +$7.57M
4
DUK icon
Duke Energy
DUK
+$6.04M
5
SO icon
Southern Company
SO
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 19.07%
2 Technology 13.29%
3 Real Estate 8.32%
4 Industrials 7.68%
5 Financials 6.94%