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
276
$303K 0.05%
5,054
+74
277
$302K 0.05%
+2,316
278
$297K 0.05%
8,531
+1,378
279
$296K 0.05%
+2,109
280
$295K 0.05%
1,243
-41
281
$291K 0.05%
3,896
-198
282
$286K 0.05%
4,601
-3,885
283
$284K 0.05%
1,112
+86
284
$284K 0.05%
3,182
-117
285
$282K 0.05%
4,357
+632
286
$279K 0.05%
4,000
287
$278K 0.05%
+4,402
288
$276K 0.05%
2,880
289
$274K 0.05%
973
+63
290
$273K 0.05%
+5,528
291
$273K 0.05%
78,000
292
$272K 0.05%
5,321
-88
293
$269K 0.05%
12,408
-37
294
$268K 0.05%
1,723
+91
295
$264K 0.04%
2,365
-99
296
$263K 0.04%
184
-15
297
$260K 0.04%
3,390
-2,238
298
$260K 0.04%
16,548
-344
299
$258K 0.04%
993
-50
300
$257K 0.04%
22,661
+387
10 11
12
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