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
326
$219K 0.04%
+2,403
327
$218K 0.04%
+4,459
328
$218K 0.04%
+464
329
$217K 0.04%
+2,690
330
$215K 0.04%
3,437
-652
331
$215K 0.04%
+2,602
332
$214K 0.04%
+1,398
333
$212K 0.04%
20,000
334
$211K 0.04%
4,410
+101
335
$211K 0.04%
+7,413
336
$210K 0.04%
+2,513
337
$210K 0.04%
+2,096
338
$209K 0.04%
+7,000
339
$207K 0.03%
+539
340
$206K 0.03%
+6,333
341
$206K 0.03%
+1,254
342
$204K 0.03%
20,000
+1,368
343
$203K 0.03%
+774
344
$203K 0.03%
+3,524
345
$202K 0.03%
+2,151
346
$184K 0.03%
18,900
+601
347
$172K 0.03%
15,895
-109
348
$167K 0.03%
69,500
+35,500
349
$155K 0.03%
+10,739
350
$153K 0.03%
25,375
+10,334
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