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
101
$956K 0.16%
8,137
+293
102
$951K 0.16%
14,721
+273
103
$944K 0.16%
5,754
-154
104
$940K 0.16%
894
+16
105
$933K 0.16%
7,700
+199
106
$908K 0.15%
6,906
+84
107
$907K 0.15%
10,734
+630
108
$905K 0.15%
7,457
+363
109
$903K 0.15%
13,693
-271
110
$892K 0.15%
10,367
+1,446
111
$891K 0.15%
3,288
+331
112
$883K 0.15%
1,851
+72
113
$862K 0.14%
9,662
-5,988
114
$858K 0.14%
36,581
+5,770
115
$857K 0.14%
8,352
-59
116
$853K 0.14%
7,485
+569
117
$853K 0.14%
2,648
-86
118
$840K 0.14%
1,009
-3
119
$839K 0.14%
42,409
-1,320
120
$838K 0.14%
10,451
+163
121
$825K 0.14%
3,583
+101
122
$819K 0.14%
13,394
+2,142
123
$811K 0.14%
12,790
-52
124
$810K 0.14%
4,009
-958
125
$801K 0.13%
7,353
-261
3 4
5
6 7