LFIA
Legacy Financial Independent Advisors Portfolio holdings
AUM
$192M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$192M
AUM Growth
–
Holding
113
Top Buys
| 1 | +$12.3M | |
| 2 | +$9.14M | |
| 3 | +$7.57M | |
| 4 |
Duke Energy
DUK
|
+$6.04M |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Ashland
ASH
$2.5B
| $245K | 0.13% |
+4,413
|
|
||
102
Cisco
CSCO
$467B
| $242K | 0.13% |
+3,125
|
|
||
103
Costco
COST
$465B
| $240K | 0.12% |
+241
|
|
||
104
State Street Financial Select Sector SPDR ETF
XLF
$50.6B
| $226K | 0.12% |
+4,569
|
|
||
105
Norfolk Southern
NSC
$71B
| $213K | 0.11% |
+743
|
|
||
106
Truist Financial
TFC
$58.5B
| $213K | 0.11% |
+4,637
|
|
||
107
Berkshire Hathaway Class B
BRK.B
$1.04T
| $212K | 0.11% |
+443
|
|
||
108
Brown-Forman Class A
BF.A
$12.6B
| $208K | 0.11% |
+7,774
|
|
||
109
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.32B
| $205K | 0.11% |
+2,139
|
|
||
110
Alphabet (Google) Class C
GOOG
$4.77T
| $202K | 0.11% |
+704
|
|
||
111
Invesco Preferred ETF
PGX
$3.88B
| $179K | 0.09% |
+16,421
|
|
||
112
Fiverr
FVRR
$372M
| $173K | 0.09% |
+17,262
|
|
||
113
DNP Select Income Fund
DNP
$4.01B
| $151K | 0.08% |
+14,640
|
|