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
151
$722K 0.12%
1,458
+128
152
$718K 0.12%
12,702
-2,525
153
$706K 0.12%
3,414
+306
154
$690K 0.12%
1,327
+31
155
$683K 0.11%
4,190
+51
156
$682K 0.11%
5,914
+108
157
$680K 0.11%
7,076
-72
158
$679K 0.11%
8,696
+1,052
159
$660K 0.11%
4,918
-289
160
$656K 0.11%
16,776
-3,193
161
$638K 0.11%
1,235
+42
162
$633K 0.11%
4,800
163
$629K 0.11%
2,589
+1,445
164
$627K 0.11%
7,089
+2,277
165
$624K 0.1%
658
+47
166
$623K 0.1%
5,979
-1,022
167
$622K 0.1%
16,714
+102
168
$615K 0.1%
6,227
-616
169
$609K 0.1%
19,208
-234
170
$604K 0.1%
8,492
-682
171
$604K 0.1%
5,643
+145
172
$602K 0.1%
2,023
+120
173
$598K 0.1%
1,432
+194
174
$597K 0.1%
945
+109
175
$595K 0.1%
30,780
+2,590
5 6
7
8 9