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
$595M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$837K
3
+$790K
4
PG icon
Procter & Gamble
PG
+$775K
5
GQI icon
Natixis Gateway Quality Income ETF
GQI
+$769K

Top Sells

1
+$16.2M
2
+$13.8M
3
+$1.33M
4
PEG icon
Public Service Enterprise Group
PEG
+$534K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$523K

Sector Composition

1 Technology 14.02%
2 Financials 8.75%
3 Healthcare 5.74%
4 Consumer Staples 5.22%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$413K 0.07%
2,328
+144
227
$412K 0.07%
3,743
-83
228
$411K 0.07%
5,098
-80
229
$403K 0.07%
849
+20
230
$400K 0.07%
3,867
-126
231
$396K 0.07%
3,894
-309
232
$390K 0.07%
2,173
+142
233
$390K 0.07%
4,770
+100
234
$389K 0.07%
846
+12
235
$388K 0.07%
1,419
+40
236
$388K 0.07%
1,432
+3
237
$383K 0.06%
1,542
-77
238
$378K 0.06%
3,226
239
$376K 0.06%
4,769
+164
240
$373K 0.06%
6,470
+870
241
$373K 0.06%
6,504
+36
242
$372K 0.06%
3,502
+238
243
$369K 0.06%
4,311
+569
244
$367K 0.06%
100,000
245
$366K 0.06%
6,133
+142
246
$357K 0.06%
10,339
+1,955
247
$355K 0.06%
8,686
+406
248
$355K 0.06%
2,989
-38
249
$354K 0.06%
2,769
+184
250
$353K 0.06%
1,701
-8
8 9
10
11 12