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
26
$3.76M 0.63%
61,556
-1,241
27
$3.67M 0.62%
85,875
+858
28
$3.63M 0.61%
13,189
+432
29
$3.53M 0.59%
30,118
+1,506
30
$3.51M 0.59%
81,911
-2,132
31
$3.42M 0.57%
5,921
-240
32
$3.32M 0.56%
19,456
+503
33
$3.22M 0.54%
5,499
+193
34
$3.16M 0.53%
59,555
-497
35
$3.13M 0.53%
7,715
+206
36
$3.06M 0.51%
116,455
-1,505
37
$3.02M 0.51%
4,255
+64
38
$2.92M 0.49%
17,991
+2,041
39
$2.9M 0.49%
6,291
+246
40
$2.81M 0.47%
15,202
-37
41
$2.67M 0.45%
3,016
+68
42
$2.65M 0.45%
36,897
+738
43
$2.61M 0.44%
15,106
+36
44
$2.44M 0.41%
52,239
-354
45
$2.3M 0.39%
43,562
-331
46
$2.11M 0.35%
18,606
-1,783
47
$2.02M 0.34%
25,072
+457
48
$2M 0.34%
4,058
+141
49
$1.98M 0.33%
9,579
+628
50
$1.97M 0.33%
37,046
+4,475
1
2
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