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
301
$255K 0.04%
1,105
+129
302
$252K 0.04%
35,069
-105
303
$251K 0.04%
+2,130
304
$249K 0.04%
1,020
+21
305
$247K 0.04%
2,381
+24
306
$245K 0.04%
+604
307
$245K 0.04%
496
-30
308
$245K 0.04%
47,957
-1,547
309
$245K 0.04%
3,643
+86
310
$243K 0.04%
+1,037
311
$241K 0.04%
7,522
-332
312
$239K 0.04%
9,977
-641
313
$237K 0.04%
+1,212
314
$235K 0.04%
+2,260
315
$235K 0.04%
11,774
+86
316
$234K 0.04%
17,153
317
$231K 0.04%
1,538
+83
318
$229K 0.04%
+283
319
$227K 0.04%
2,183
-16
320
$225K 0.04%
+2,292
321
$221K 0.04%
+3,838
322
$221K 0.04%
20,877
+969
323
$221K 0.04%
1,363
-7
324
$221K 0.04%
70
-4
325
$220K 0.04%
+2,511
11 12
13
14 15