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
251
$348K 0.06%
7,341
+2,096
252
$346K 0.06%
2,026
+570
253
$344K 0.06%
5,269
+206
254
$343K 0.06%
5,196
+4
255
$342K 0.06%
647
+13
256
$336K 0.06%
1,353
+105
257
$333K 0.06%
3,977
-130
258
$333K 0.06%
2,224
+259
259
$330K 0.06%
1,250
260
$330K 0.06%
953
+39
261
$329K 0.06%
912
+64
262
$327K 0.05%
+1,406
263
$325K 0.05%
1,640
-13
264
$324K 0.05%
+9,906
265
$323K 0.05%
12,819
+203
266
$321K 0.05%
4,346
+183
267
$315K 0.05%
4,559
+17
268
$315K 0.05%
3,812
+702
269
$314K 0.05%
5,058
270
$313K 0.05%
1,946
+33
271
$310K 0.05%
3,864
-34
272
$310K 0.05%
3,497
-94
273
$309K 0.05%
349
+8
274
$308K 0.05%
2,126
-18
275
$308K 0.05%
2,438
-191
9 10
11
12 13